《大行報告》大摩相信快手(01024.HK)股價60日內將跑贏大市 目標價120元
摩根士丹利發表技術意見報告,預期快手(01024.HK)股價在未來60日內有超過80%機率將跑贏大市。
大摩表示,快手現時短期估值具吸引力,現價水平爲2022年及2023年預測市銷率各2.8倍及2.4倍。
大摩認爲快手今年首季增長指引下行風險有限,指出同業百度(09888.HK)及微博(09898.HK)首季廣告業務增長目標亦好過預期,加上快手市場份額持續提升,預計快手的中國業務今年第四季可達到盈虧平衡,給予「跑贏大市」評級,目標價120元。
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