陌陌市值突破100亿美金 工银国际上调目标价至55美元

时间:2020-10-23 21:08:52阅读:438
近日,工银国际发布研究报告,给予陌陌“买入”评级,并上调目标价至55美元。5月29日,陌陌发布了2018年一季度强劲的财报,财报显示,2018年第一季度,陌陌净营收达27.6亿

近日,工银国际发布研究报告,给予陌陌“买入”评级,并上调目标价至55美元。

5月29日,陌陌发布了2018年一季度强劲的财报,财报显示,2018年第一季度,陌陌净营收达27.6亿元人民币,同比增长64%,净利润为9亿元人民币,同比增长57%。其中直播服务营收23.6亿元人民币,占比高达85%,同比增长74.8%。陌陌月活用户数首次突破1亿,达到1.033亿。

受到业绩的强劲推动,陌陌股价自5月29日以来上涨近30%,突破50美元,市值首次突破100亿美元大关,创历史新高。

工银国际分析师表示:“陌陌Q1收入及净利润大幅超出市场预期,算法优化及内容升级提升用户间的互动体验及留存率,从而推动用户数量及ARPU持续增长。此外,探探并表在收入端有所贡献,总体而言伴随快速的产品推新,公司将保持当前的增长态势。”

其他几家研究机构近期也对陌陌做出了评价。今年3月7日,德意志银行给予陌陌买入评级,目标价46美元;3月19日,美国银行维持陌陌买入评级,并将陌陌目标价由42美元上调至46美元;3月28日,摩根斯坦利给予陌陌增持评级,目标价51美元;今年4月,T.H.资本给予陌陌买入评级;昨日,花旗银行将目标价由此前的43美元提高到56美元。

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