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《大行報告》瑞信上調快手(01024.HK)目標價至160元 評級「跑贏大市」
阿思達克 10-28 10:13
瑞信發表報告,經過對快手(01024.HK)重新審視,注意到投資者的情緒已經從之前的低期望發生變化,因此將目標價由140元上調至160元,重申評級「跑贏大市」。 報告指,投資者擔憂之一是整體廣告需求疲軟。與同行相比,快手的防禦性更強,因為貨幣化流量不足的情況下,廣告服務增強大大提升了品牌的吸引力。另外,該行相信數據私隱法對快手的影響較小,因為其廣告更依賴於用戶的興趣而非個人信息。 在營運改善的可持續性方面,雖然該行估計集團有執行的風險,但據用戶跟蹤和對行業參與者的渠道檢查,顯示出積極的反饋,因快手正在獲得廣告商和商家的認可。
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