大行評級|大和:上調嗶哩嗶哩目標價至137港元 維持“持有”評級
大和在研究報吿中指,因《三國:謀定天下》的表現亮麗,故將嗶哩嗶哩今年遊戲收入增長預測上調至6%,新遊戲短期推動股價。該行指,公司遊戲業務仍維持all in策略,以長期營運目標,在其五年計劃中目標推出不少於兩款主力遊戲,目前亦集中研發資源到一款自研遊戲中。除了《三國:謀定天下》,估計今年會分銷一款以日本動漫為藍本、全球知名的手機遊戲,同時亦計劃探討《三國:謀定天下》在2025年發行到海外。公司亦提及下半年將會推出更多廣吿產品及解決方案。
大和將公司2024年至2026年的收入預測上調0.6%至1.1%,主要反映遊戲表現較預期強勁,將目標價由115港元上調至137港元,維持“持有”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.