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《大行報告》大摩料快手(01024.HK)長遠較同業有較佳盈利能力 明年可收支平衡
阿思達克 07-27 10:46
摩根士丹利發表報告指,快手(01024.HK)自去年下半年重組後,其經營及財務表現正在改善,並收窄了與抖音的差距。 該利認爲,受衆多細微改善推動,快手的勢頭料將在未來六至十二個月持續,令集團的收入增長及經營毛利在今年第二季見底後,開始向上調整週期。 大摩估計,快手長遠較同業會有更爲強勁的盈利能力,預期集團明年可達收支平衡,毛利擴展亦會較同業快,維持對其股份「增持」評級及目標價100元。
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