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大行評級 | 高盛:快手估值吸引 重申買入評級
格隆匯 03-14 14:49
格隆匯3月14日丨高盛發研報指,快手(1024.HK)股價年初至今的表現遜於中國互聯網板塊,而該股亦落後於其他電子商務及廣吿同業,但認為首季度放緩已在很大程度上被市場反映在價內,予目標價89港元,重申“買入”評級。該行認為,公司從今年第二季度開始的復甦,以及公司在廣吿和電子商務市場中,其市佔率將持續增長。由於集團的盈利能力將從今年第二季度開始實現收支平衡,認為目前估值吸引,預期公司今年首季外部廣吿收入同比增長3%,第二季將重返雙位數增長。該股現報50.4港元,總市值2181億港元。

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