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大行評級 | 里昂:預計快手首季經調整淨虧損收窄至5.35億 維持“買入”評級
格隆匯 05-22 16:12
格隆匯5月22日丨里昂發佈研報預期,快手(1024.HK)今年首季電商和直播增長穩健,抵銷外部廣吿需求疲弱情況。總收入預期同比升16%至240億元,受惠於電商業務商品交易額同比增長29%所推動。隨着更多頂級關鍵意見領袖(KOL)的加入,預期快手的直播業務將跑贏行業,同比增長1%。另料公司經調整淨虧損同比收窄至5.35億元,因國內保持盈利,而海外虧損收窄。該行認為,電商業務仍是快手的主要增長動力,預期商品交易額同比增長30%,而快手目標今年可實現收支平衡。維持“買入”評級,目標價78港元。

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