大行評級|高盛:上調嗶哩嗶哩目標價至180港元 預計更高毛利的遊戲和廣吿業務引領盈利升級週期
高盛發表報吿指,嗶哩嗶哩第三季度業績大致與預期相符,並首次實現盈虧平衡。該行指,在11月15日(上週五)與嗶哩嗶哩管理階層進行了業績後非交易路演,討論重點包括在高利潤廣吿和遊戲業務的推動下,業務模式不斷演進,甚至更加穩健和更具盈利;及公司將於2026年前實現10至15%的淨利潤率,該行相信這將支持未來6至12個月市場持續上調對其預測。
高盛維持嗶哩嗶哩“買入”評級,目標價由176港元升至180港元,料更高毛利的遊戲和廣吿業務引領盈利升級週期。
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