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《大行報告》野村下調快手-W(01024.HK)目標價至273元 評級「買入」
阿思達克 05-25 10:13
野村發表研究報告指,快手(01024.HK)首季表現符預期,雖然因推廣開支增加,令虧損較預期多。首季收入增37%,而按非標準會計準則計算,經營溢利為-34%,按年增4.5個百分點,低於預期的-16%。虧損擴至49億元人民幣,低於市場預期的57億元人民幣,但高於該行預期的28億元人民幣。日均活躍用戶增17%至2.95億,高於預期2%,用戶日均使用時間增17%至99分鐘,高於預期8%。維持「買入」評級,目標價由333元降至273元。

該行指,整體表現符預期,不過與對手抖音比較則較擔憂,兩者的日均活躍用戶和平均使用時間差距擴大。

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