01/23/2025, 06:48 AM UTC
执行良好，但更倾向于在较低水平重新进入（评级下调）Opera: Executing Well, But Preferable To Re-Enter At Lower Levels (Rating Downgrade)
1. 过去一年，Opera的表现优于其他国际小盘股，涨幅达到23倍；2. OPRA的基本面仍然强劲，到2026年仍将满足‘40规则’；3. OPRA通过卓越的ARPU增长应对MAU下降，新推出的高ARPU产品如Opera GX发挥了重要作用；4. 然而，看涨势头正在减弱，该股票在国际小盘股领域似乎被过度拉伸，其前向EV/EBITDA估值也高于平均水平。1. Opera has outperformed other international small-caps by 23x over the past year; 2. OPRA's fundamentals remain strong, meeting the 'Rule of 40' even by 2026; 3. OPRA is countering MAU decline with exceptional ARPU growth, and new high ARPU products are contributing significantly; 4. However, the bullish momentum is fading, and the stock appears overextended in the international small-cap space, with forward EV/EBITDA valuations above average.---
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