Unity Software:管理层实力有望令Grow部门扭亏为盈

国泰君安国际研...
07 Feb

国泰君安香港报告日期:2025/1/22摘要:我们首予“买入”评级,目标价为26.55美元。我们主要采用SOTP EV/Sales和EV/EBITDA相结合的加权相对估值法来表示公司能够和不能通过广告成功获得收入的两种情况。使用SOTP EV/S,我们得到32.30美元的股价,权重为70%,代表Unity Software(“Unity”或“公司”)通过广告成功增加收入的概率。使用EV/...

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