《大行报告》美银证券下调快手(01024.HK)目标价至353元 评级「买入」
美银证券发表报告表示,引述快手(01024.HK)管理层指对电商及线上广告业务增长有信心,惟对直播业务前景更为保守,主因料监管会不断影响行业的发展和变现能力。而公司目标今年电商之商品成交金额将达7,000亿元人民币以上。
该行上调其2021至2023年度销售预测0.4%至3.8%,但料直播业务抵销了电商及广告业务的增长,下调其每股盈利预测,目标价由372元降至353元,重申「买入」评级。
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