《大行報告》野村下調快手-W(01024.HK)目標價至62元 評級「中性」
野村發表研究報告,指快手-W(01024.HK)去年末季收入及利潤率勝預期。Non-GAAP經調整經營利潤率按年改善13個百分點至負0.8%,較該行預期的負2%高出約1個百分點,主因收入上升及營銷開支減少。
報告指管理層指引亦勝預期,指引今年首季收入按年升15%,高於市場預期的10%升幅,受惠線上廣告及串流加快增長。至於今年全年,集團指引經整合盈利10億元人民幣,高出市場預測8%,全年收入增長15%指引則符預期。目標價由75元降至62元,維持評級「中性」。
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