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《大行報告》大摩降Snap(SNAP.US)目標價至11美元 評級「減持」
阿思達克 02-07 15:44
摩根士丹利發表報告指,社交媒體公司Snap(SNAP.US)去年第四季度業績差過市場預期,收入按年升5%,升幅低於該行預期的9%。首季度收入指引反映按年料增長11%至15%,亦低於該行預期的16.5%。業績反映該平台仍然處於轉型期,廣告業務扭虧仍然具有挑戰,競爭對手Meta(META.US)等廣告業務改善,亦令Snap有迫切需求提升業務表現,將其目標價由13美元下調至11美元,維持「減持」評級。 該行指,公司北美日均活躍用戶按季減少100萬,是自2018年以來首次下跌,北美用戶花費的時間按年持平。考慮同業Meta具龐大用戶基礎,且Meta用戶花費時間顯著提升下,Snap的業務趨勢存在挑戰。
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