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《大行報告》匯豐研究下調快手-W(01024.HK)目標價至87元 評級「買入」
阿思達克 07-21 09:50
匯豐研究發表報告指,快手-W(01024.HK)第二季業績有望勝市場預期,預計總收入將按年增長27%,毛利率為48%,經調整淨利潤為17億元人民幣。維持「買入」評級,目標價則由96元下調至87元。 報告預計,快手第二季日活躍用戶數量將增長6%至3.7億;電子商務商品成交額將按年增長35%,高過市場預期的31%,受惠於商家投資回報率提高和618購物節強勁的表現,其中抽成率提高至1.3%,將推動其他服務收入按年增長55%。 另外,該行預計,快手第二季廣告收入將按年增長30%,高過市場預期的25%,外部廣告將實現正增長,例如遊戲和互聯網服務對暑假促銷需求增加。直播收入料將按年增長16%。
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