《大行報告》野村首予快手(01024.HK)「買入」評級 目標價333元
野村發表研究報告,首予快手(01024.HK)「買入」評級,目標價333元。該行指,短視頻市場具巨大增長潛力,料用家至2025年花費在短視頻上的時間會增加,由去年26%有望增至2025年的49%,同時用戶人數亦會由目前的8億增加至2025年的10億。
該行又指,快手為中國短視頻的行業領導者,去年11月月活躍用戶達4.81億,去年第三季度每月內容提供者達1.26億,料2024年月活躍用戶增長至7億。相信有關基礎可為公司帶來變現機會,看好公司的廣告和直播帶貨業務的增長前景,料2020至23年收入年複合增長率可達45%,並估計2023年非通用會計準則經營溢利率將改善至20%,去年為負18%。
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