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《大行報告》摩通削嗶哩嗶哩-SW(09626.HK)目標價至155元 評級「增持」
摩根大通發表評級報告指,嗶哩嗶哩-SW(09626.HK)股價上月下跌了32%,跑輸了MSCI中國跌10%及KraneShares中概互聯網指數ETF(KWEB)跌14%。由年初至今,嗶哩嗶哩是表現最差的內地科網股之一,主要是在性質上呈現無利可圖的增長,亦在近期加息環境下被投資者看淡。該行預料,集團股價近期並不會跑贏同業,主是因宏觀環境恢復步伐疲軟,以及利好企業催化劑有限,故集團難以有勝於預期的收入。 該行預料,公司今年第三季收入按年增9%至57億元人民幣,較市場預期低了1%,符合公司給予的56億元人民幣至58億元人民幣的指引,料第三季月均活躍用戶數量(MAU)亦按年增24%至3.3億,經調整後淨虧損和淨利潤率分別為20億元人民幣和降35%,同時第四季收入預測為61億元人民幣,較市場預期低了3%,並展望廣告或電子商務等類別收入呈不確定性,主要是消費情緒疲軟。 該行表示,將公司2025年經調整後利潤預測下調33%,以考慮到廣告收入展望持更保守看法及採取控制成本的措施,故將其目標價由230元下調至155元,維持其評級為「增持」。
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