《大行報告》匯豐研究下調嗶哩嗶哩(BILI.US)目標價至17美元 評級「持有」
匯豐環球研究發表報告指,嗶哩嗶哩(BILI.US)利潤改善及現金流管理較佳,均利於公司發展,該行料此走勢會持續到2023至2024財年,主要是公司承諾進一步優化研發、一般及行政開支,並在資本支出方面保持紀律。
該行表示,即使如此,對公司收入前景轉向更為保守;雖然管理層最新關注遊戲領域,但其復甦時間表仍然是不確定,尤其預料短期管道因重組工作而中斷;該行認為,公司專注於自主開發的遊戲是正確舉措,但現時監管環境更嚴格,故需要一定時間才見效;因宏觀前景及品牌廣告需求疲軟,料廣告收入未來數個季度仍表現疲軟。
匯豐環球研究將嗶哩嗶哩2022年至2024年收入預測下調0%至12%,惟其利潤預測則上調0.4%至2.6%,並考慮到外匯因素影響,故將嗶哩嗶哩(BILI.US)目標價由20美元下調至17美元,維持其評級為「持有」。(ca/w)
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