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《大行報告》瑞銀下調快手(01024.HK)目標價至400元 迎來另一個投資年
阿思達克 05-25 14:19
瑞銀發表報告表示,重申快手(01024.HK)「買入」評級,主因持續看好其廣告及電商業務的增長趨勢,且料海外市場帶來增長動力。整體而言,快手首季業績中廣告及電商業務輕微高於預期,惟直播業務遜預期,預期今年廣告及電商收益按年分別升94%及145%,更相信公司會持續投資其極速版及海外市場。

該行下調對其2021至2022年收入預測6%,主要反映直播收入預測下降7%至9%所影響,將今年經調整虧損比率輕微由去年13.5%降至11.4%,目標價由432元下調至400元。

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