《大行報告》匯豐研究下調快手(01024.HK)目標價至93元 評級「買入」
匯豐研究在上周二(4月26日)發表報告,將快手-W(01024.HK)2023至2024年盈利預測下調了3%至4%,對其復甦展望持保守看法,將目標價從100元降至93元,認為近期的回調使估值更具吸引力,維持「買入」評級。
匯豐研究將快手2022年營收和盈利預測分別下調4%和7%,以考慮到高毛利率在線營銷增長放緩、物流限制影響電子商務、互聯網服務和非必需品需求受到疲軟情緒和供應問題的拖累、遊戲廣告的恢復可能需要一段時間才會更顯著、電子商務交易額增長疲軟。
快手將於5月公布第一季業績,匯豐研究估計其期內收入按年增長22%。
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