《大行報告》美銀證券下調快手(01024.HK)目標價至353元 評級「買入」
美銀證券發表報告表示,引述快手(01024.HK)管理層指對電商及線上廣告業務增長有信心,惟對直播業務前景更為保守,主因料監管會不斷影響行業的發展和變現能力。而公司目標今年電商之商品成交金額將達7,000億元人民幣以上。
該行上調其2021至2023年度銷售預測0.4%至3.8%,但料直播業務抵銷了電商及廣告業務的增長,下調其每股盈利預測,目標價由372元降至353元,重申「買入」評級。
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