《大行報告》里昂料快手-W(01024.HK)次季收入按年升幅加快至26% 評級「買入」
里昂發表研究報告指,快手-W(01024.HK)第二季業績可能會被強勁的電商業務所帶動。該行料集團在電商GMV增長33%的推動下,總收入將升26%至273億元人民幣,經調整息稅前利潤或達到16億元人民幣。
該行預計,隨著遊戲和互聯網服務需求增加,外部廣告將恢復增長,並且隨著高利潤廣告業務的復甦,集團的利潤率將進一步提升。該行料公司年下半年總收入將維持按年增20%,續予目標價78元及「買入」評級。
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