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中金:維持快手“跑贏行業”評級,目標價93港元
uSMART盈立智投 01-19 14:58

智通財經APP獲悉,中金髮布研究報告稱,維持$快手-W(01024.HK)$“跑贏行業”評級,預將於3月下旬發佈去年第四季業績,收入或同比增長12%至273.7億元,市場預期爲269.1億元,目標價93港元。

報告中稱,公司去年第四季受世界盃、電商大促等事件帶動,快手用戶表現較好,據數據,季內快手日活躍用戶數及人均單日使用時長分別按季增1.5%和2.3%。中金預計快手整體日活躍用戶數按季增1%至3.67億人次,人均單日使用時長130分鐘,用戶流量水平有望再創新高。

該行認爲,快手作爲短視頻賽道龍頭公司,業務表現有望受惠於內地經濟環境回暖和消費需求復甦,同時組織架構調整或有助於提升流量變現效率,建議持續關注廣告及電商業務收入增長及公司層面盈虧平衡可見度表現。

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