大行评级|招银国际:上调哔哩哔哩目标价至28.8美元 维持“买入”评级

格隆汇
24 Jul

招银国际发表研究报告指出,预计哔哩哔哩今年第二季总收入按年增长20%、按季增长5%至73.8亿元;调整后净利润按季增长36%至4.93亿元,均基本符合一致预期。在商业基础设施完善的支持下,广告业务维持强劲按年增长;在长线游戏和《三谋》驱动下,手游业务亦延续增长势头。高利润率的广告及手游业务稳健增长,将持续支持哔哩哔哩利润率改善。在商业化能力提升和营运杠杆的支持下,该行看好公司盈利增长前景,考虑到广告和手游板块估值上调,将其美股目标价由26.5美元上调至28.8美元,维持“买入”评级。

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