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《大行報告》高盛下調快手-W(01024.HK)目標價至90元 評級「買入」
阿思達克 11-23 10:49
高盛發表研報指,快手-W(01024.HK)第三季的收入和利潤均超出預期,表明公司正以良好發展步伐,嚮明年達至盈虧平衡、日活躍用戶量增長至4億人的中期目標邁進。 高盛認爲,雖然宏觀經濟仍然疲軟,但快手自去年第三季起業績表現持續向好,股價從今年10月的低位累計回升58%。該行又指出,當前估值仍提供合理的風險回報,看好快手的電商業務及在線營銷將在明年的行業復甦中受惠,驅動利潤率持續擴張。 該行維持對2022至2024年收入預測不變,並將快手今年淨虧損預測下調19%,2023至2024年淨利潤預測上調3%,基於折現市盈率估值,將目標價從98元下調至90元,維持「買入」評級。
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