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《大行報告》富瑞上調快手-W(01024.HK)目標價至113元 評級「買入」
阿思達克 08-23 09:35
富瑞發表評級報告指,快手-W(01024.HK)次季總收入按年升27.9%至277.4億元人民幣,勝於預期,其中直播收入按年升16.4%至100億元人民幣,佔總收入的36%,網上廣告收入按年升30.4%至143億元人民幣,佔總收入的52%。 該行預料,公司第三季總收入按年升18%至274億元人民幣,其中直播收入或按年升7%至96億元人民幣,商品交易總額(GMV)或按年升30%至約2,890億元人民幣,第三季毛利率或達約50%,第三季非國際財務報告準則盈利或達27億元人民幣,與次季水平相近。至於全年方面,該行預料,公司總收入按年升約20%至1,128億元人民幣,非國際財務報告準則盈利或達73億元人民幣。 該行將其目標價由108元上調至113元,維持其評級為「買入」。(ca/k) ~
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