《大行報告》富瑞料快手-W(01024.HK)首季非通用會計準則虧損2.39億人幣 較原先預期少
富瑞發表報告,預計快手-W(01024.HK)今年首季總收入按年升18%至248億元人民幣,主要是直播業務表現勝於預期,以及其他收入。按各業務來區分,該行料,直播收入將按年升16%至91億元人民幣,主要是引入熱門主播及工會至其平臺;同時,該行料電商的商品交易總額(GMV)增長將維持於軌道上,按年升約28.5%至2,250億元人民幣。
該行預計,快手旗下網上營銷業務按年升15%,主要是受到內部廣告所推動,同時外部廣告需時回覆至按年錄得正增長。在集團層面而言,該行預料,公司非國際財務報告準則虧損2.39億元人民幣(此前料虧損15.05億人民幣,較原先預期少),亦料日活躍用戶數量(DAU)按季升1.5%,季內達致3.71億戶。
富瑞預料,快手今年次季可達致收支平衡,並將給予目標價爲105元,維持「買入」評級。(ca/w)
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