《大行報告》摩通下調快手-W(01024.HK)目標價至80元 評級「增持」
摩通發表報告,予快手-W(01024.HK)「增持」評級,目標價由93元降至80元。該行指,快手的股價在過去一年中明顯跑輸內地互聯網行業股份平均,但其盈利卻有很大的提升。該行對快手的估值降低歸因於幾項原因,包括內部人士出售股份;管理層變更;以及對業務勢頭恢復的懷疑態度。
該行預計,由於快手在時間花費上相對於其他媒體平台具有持續的優勢,以及較低的廣告負荷,預計快手將繼續在三個業務領域(直播、廣告和電子商務)獲得市場份額。同時預計今年廣告收入將加速增長,料按年增幅為33%。
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