《大行報告》匯豐研究調低快手(01024.HK)目標價至350元 直播業務弱及日活躍用戶略遜預期
匯豐研究發表報告表示,快手(01024.HK)今年首季收入符預期,惟日活躍用戶數目輕微差於預期,即使在總交易額快速增長下,其電商業務轉換率(take rate)仍低於同業。
該行對快手今年業績轉趨更為審慎,且將其經營虧損預測增加35%,主因市場競爭劇烈、推廣費用成本較高及短期內直播業務弱等因素,目標價由400元降至350元,維持「買入」評級。
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