《大行報告》瑞信上調Meta(META.US)目標價至180美元 評級「跑贏大市」
瑞信發表研究報告指出,Meta(META.US)將於2月1日披露去年第四季業績,該行關注公司如何增加廣告產品,以彌補受蘋果(AAPL.US)私隱政策帶來的收入損失(此前預期為100億美元)。此外,該行認為公司產品創新如「Advantage+」可改善投資回報率,以及去年第三季至第四季的營銷能力提升,預期公司收入將逐步改善。
該行認為,廣告商原預期對今年線上/數碼廣告的總開支增長約5%至7%,但經過商討後,有關支出的上限範圍不再有效,而下限範圍則降至按年持平。該行維持對Meta的「跑贏大市」評級,目標價由145美元上調至180美元。Instagram及其他資產變現增加,或令公司廣告收入好過預期。另對公司2023及2024財年的經調整每股盈利預測各上調至11.26及12.83美元,原預期10.64及12.08美元。
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