You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究下調微博(WB.US)目標價至22美元 評級「持有」
匯豐研究發表研報指,微博(WB.US)第二季業績勝預期,收入較該行及市場預期各高出2%,主要來自於營銷及研發支出低於預期,非公認會計準則下經調整純利,亦較該行及市場預期分別高出13%及11%。 不過匯豐研究指出,雖然期內業績勝預期,但受宏觀挑戰及疫情封控措施影響,收入仍按年下降22%,當中來自阿里-SW(09988.HK)的廣告收入下降41%。以垂直領域劃分,汽車、遊戲、食品和飲料行業表現較好,而服裝和化妝品則表現較差。 期內用戶流量按年上升3%,按季比較持平,該行預期,月活躍用戶數按季持平是由於公司期內專注於提高現有用戶參與度而不是獲取新用戶,從而產生更高的投資回報率。匯豐研究將微博2022至2024年收入預測下調2%至3%,預期隨著IP項目增加及實體活動恢復,內容成本、營銷及研發開支提升可能會拖累利潤率,加上去年下半年的高基數效應,亦將2022至2024年非公認會計準則下純利預測下調6%至11%。美股目標價由26美元下調至22美元,維持「持有」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account