一文綜合券商於快手(01024.HK)公佈季績後最新目標價及觀點
阿思達克 05-23 10:56
快手-W(01024.HK)昨收市後公佈首季業績優預期擬回購不超過40億元股份，今早高開3.3%造55.25元，現升5.7%報56.55元。瑞信表示快手首季業績優預期，收入按年升近20%，主要受直播及電商業務帶動，非國際財務報告準則下公司首季經調整利潤4,200萬人民幣，提前一季錄得收支平衡，旗下海外業務虧損亦按季收窄45%，重申對其「跑贏大市」評級及目標價100元。
快手昨收市後公佈今首季業績，營業額252.17億元人民幣按年升19.7%。虧損收窄至8.73億人民幣，上年同期蝕62.54億人民幣；每股虧損20分。非國際財務報告準則下，公司首季經調整利潤4,200萬人民幣，去年同期虧損37.22億人民幣；經調整EBITDA爲19.96億元，去年同期虧損15.52億人民幣。今年首季首次錄得自2021年於聯交所上市以來集團層面的經調整利潤淨額。
期內，線上營銷服務收入按年增長15.1%至130.64億人民幣；直播業務收入升18.8%至93.19億人民幣。電商商品交易總額升28.4%至2,247.67億人民幣。首季創下用戶規模新紀錄，快手應用平均日活躍用戶達到3.74億人，平均月活躍用戶達6.54億人，分別按年升約8.3%及9.5%。每位日活躍用戶日均使用時長爲126.8分鐘。而短視頻及直播內容的總觀看次數按年增長超10%。此外，公司宣佈擬在公開市場購回公司股份，總金額不超過40億元。
【季績優預期 擬回購股份】
富瑞表示，快手首季收入高於市場原預期2.9%，得益於直播及其他業務所帶動，線上廣告收入升15%，而非國際財務報告準則下首季經調整利潤優於預期，重申「買入」評級及目標價105元。
瑞銀表示，快手首季收入勝預期，非國際財務報告準則下錄經調整利潤，公司亦宣佈將進行40億元回購計劃，反映對今年前景信心，料可支持其股價表現。該行上調對快手目標價由85元升至88元，維持「買入」評級，指明年前景良好。
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本網最新綜合10間券商對快手投資評級及目標價：
券商│投資評級│目標價(港元)
富瑞│買入│105元
瑞信│跑贏大市│100元
匯豐環球研究│買入│92元->96元
大和│買入│92元
高盛│買入│91元->90元
瑞銀│買入│85元->88元
摩根士丹利│增持│85元
美銀證券│買入│76元->80元
摩根大通│增持│80元
野村│中性│62元
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券商│觀點
富瑞│首季收入及非國際財務報告準則淨利潤均超預期
瑞信│季績勝預期，將2023及2024年每股收益分別上調79%及22%
匯豐環球研究│料鞏固復甦將持續
大和│首季GMV增長強勁，利潤率進一步上升
高盛│首季盈利勝預期
瑞銀│首季收入增長勝預期，管理層40億元回購計劃
摩根士丹利│收入增長符預期，集團提早達至收支平衡
摩根大通│集團提早達至收支平衡
美銀證券│前景增長正面
野村│首季收入和淨利潤均勝預期
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