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《大行報告》大和下調嗶哩嗶哩(BILI.US)目標價至23.7美元 降2023-25年收入預測1-2%
大和發表報告指,對嗶哩嗶哩(09626.HK)(BILI.US)第三季收入預測大致維持不變,但對第四季增長較為保守,因為《賽馬娘》(Pretty Derby)延遲推出,以及主要廣告商投放廣告審慎,對於公司虧損收窄較為樂觀,主要受惠企業效益優化及利潤率改善。 該行指,公司正與監管當局積極溝通,當《賽馬娘》完成優化內容後,就可以恢復下載,因應暫停下載,該行將公司第四季手遊收入預測,由按年增長15%下調至4%,管理層指,已將更新後版本提交監管當局審批,該行估計,在最壞情況年底重推下,公司全年收入約225億元人民幣。 大和將嗶哩嗶哩2023至2025年的收入預測下調1至2%,重申「買入」評級,將嗶哩嗶哩(BILI.US)目標價由25美元下調至23.7美元。
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