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《大行報告》傑富瑞對快手(01024.HK)線上廣告及電商成交額增長主題正面 重申「買入」評級
阿思達克 04-16 14:18
傑富瑞發表研究報告,重申對快手(01024.HK)的「買入」評級,指出目前行業正受惠於內容消費模式轉變,用戶投入在網上的時間增加,對快手未來線上廣告及電商成交額增長感到樂觀。

該行估計,受季節性因素影響,快手今年首季收入將按季下跌約8%至167億元人民幣,預料每月及每日活躍用戶數量將較去年第四季增長約8%,至5.14億及2.93億人,非國際會計準則淨虧損料收窄至50億元人民幣,淨虧損率30%。

傑富瑞指出,今年2月份農曆新年日活數量達3億人,平均用戶每日瀏覽時長達100分鐘,顯示出快手有強大的營銷及執行能力。至於線上廣告,該行認為將按季持平。

該行估計,全年快手平台成交總值(GMV)可增長104%至7,780億元人民幣,予目標價395元。

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