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快手(1024.HK)大漲近9% 績後獲瑞銀看高至432港元
格隆匯 03-26 14:39
格隆匯3月26日丨快手午後漲幅進一步擴大,最高漲8.95%報289.8港元,市值1.2萬億港元。快手近日發佈業績顯示,第四季收入按年升53%至181億元,略高於市場預期;第四季總成交金額(GMV)同比升3.14倍至1770億元,高於市場預期。業績公佈後,野村給予333港元的目標價,富瑞給予395港元目標價,瑞銀給予432港元目標價。瑞銀稱,快手業績公佈後股價一度明顯下跌,主因投資者擔心其虧損表現,不過該行維持其線上媒體行業首選,因其電商及廣吿業務展望更趨正面,特別是去年第四季錄強勁收入表現之後。預期快手其他服務收入受電商帶動,今年料升224%,商品成交金額(GMV)料亦按年升87.4%至7142億元人民幣。料快手今年廣吿收入按年增95%,產品轉型料提振流量亦協力廣吿變現。

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