《大行報告》大摩相信快手(01024.HK)股價60日內將跑贏大市
摩根士丹利發表研究報告指,相信快手(01024.HK)股價60日內將跑贏大市,發生的機會率達80%以上,給予評級「增持」,目標價85元。
該行表示,快手的股價一度接近年初至今的低點,而基本面依然穩固。過去兩個季度及今年的收入指引高於市場預期,而傳統電子商務平台由於價格戰而出現負每股盈利。該行認為,集團今年將在電子商務和廣告領域實現更多的營運和貨幣化效率改進,在第二季達到盈虧平衡,並在下半年推出電子商務。另外,今年公司的廣告增長20%和電子商務GMV增長30%,意味著市場份額將持續提升。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.