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《大行報告》大摩:快手-W(01024.HK)上季業績好過預期 評級「增持」
阿思達克 03-30 15:39
摩根士丹利發表報告指,快手-W(01024.HK)去年第四季業績勝預期,在電商及內部廣告推動下,預期今年首季及全年收入展望均會超出市場預期;另3月份外部廣告按月跌幅收窄,但仍然較弱。 憧憬內部廣告仍然是快手主要增長驅動力,同時大摩相信快手於去年第三季推行的重組,將有助於集團今年業務發展垂直多元化,目標價維持在85元不變,並將2023至2025年的收入預測上調0%至2%,以反映直播增長更為強勁,並將今年全年攤薄後每股虧損預測擴大10%,2024至2025年攤薄後每股盈利預測則提升13%和6%,受惠經營成本減省,評級為「增持」。
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