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《大行報告》富瑞:快手(01024.HK)次季業績強勁 評級「買入」
阿思達克 08-01 10:20
富瑞發表研究報告指出,快手(01024.HK)發盈喜預期上人年純利不少於5.6億元人民幣,意味著第二季純利約14億元人民幣,如加上10億元人民幣股權激勵費用,則意味著第二季非國際財務報告準則下淨利潤達24億元人民幣,分別高過市場預期及該行原預期的13.4億與16.7億元人民幣。 該行認為快手第二季業績強勁,重申對其第二季的收入預測,並認為在收入分成比率更好的情況下,毛利率表現強勁,次季達約50%。該行維持對快手的「買入」評級,目標價108元。
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