研報掘金|中金:上調嗶哩嗶哩目標價至151港元 盈利空間逐步改善
中金髮表研究報吿指,預計嗶哩嗶哩的廣吿和遊戲業務將出現漸進增長,盈利空間逐步改善。由於《三國:謀定天下》表現優於預期,該行上調集團2024和25年收入預測4.1%和4.4%,分別至271億和320億元,並上調2025年非國際財務報吿準則淨利潤預測24.1%至26.8億元。
該行維持嗶哩嗶哩的“跑贏行業”評級,將H股和美股目標價上調16%和18%,分別至151港元和20美元。
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