QIYI Inc(IQ.US)4Q21 Preview 运营优化缓解顶线疲软
2022 preview: Fruitful BD deals
4Q22 Preview: earnings recovery remains bumpy; Maintain HOLD
1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E
–3Q preview: flattish rev/EBITDA growth
4Q23 earnings preview: NP to be flat QoQ
4Q preview: sales/adj. EBITDA +18%/+36%
FY22 Preview: Strong execution of “3+3 Strategy”; Raise TP to HK$2.66
–1H23E preview:new-car GPM could be a bottom
2022 Preview:付费阅读基本盘稳固,长期看IP矩阵工业化变现