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《大行報告》高盛微降快手(01024.HK)目標價至90元 評級「買入」
阿思達克 05-23 10:56
高盛發表報告指,快手(01024.HK)首季收入和利潤均高於該行和市場預期。更重要的是,管理層前瞻性評論加強該行對快手的正面看法,包括在更強的電子商務廣告收入和媒體直播推動下,該行將次季廣告收入預測由按年增長20%提高到24%。 報告指,由於從商戶獲得更多的流量,快手電子商務收益率按年擴大0.8個百分點。而在新廣告產品和包括遊戲、金融、教育在內垂直行業帶動下,外部廣告業務呈復甦趨勢。同時,海外業務持續削減成本,令利潤率進一步擴大。高盛將快手今年至後年收入預測提高2至3%,目標價略微下調至90元,評級「買入」。
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