《大行報告》大摩相信快手(01024.HK)股價60日內將跑贏大市
摩根士丹利發表研報,預期快手(01024.HK)的股價在未來60日內有超過80%機率會跑贏大市,因近期市場沽售令快手短期估值變得更具吸引力,給予「增持」評級。
快手將於8月23日公佈第二季業績,大摩指出,鬥魚(DOYU.US)及騰訊音樂(TME.US)次季業績都展現強大的成本控制能力,預期快手亦有潛力實現行業內利潤率最大增長幅度,又認爲快手的閉環生態系統及強勁流量增長推動下,下半年增長將更強勁,目標價100元。
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