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《大行報告》大摩料快手(01024.HK)第三季收入按年升21% 非國際會計準則淨利潤28億人民幣
阿思達克 10-20 10:58
摩根士丹利發表研究報告指,快手(01024.HK)持續在廣告和電子商務領域獲得份額,加上成本控制,故上調其下半年的淨利潤預測。該行認為,網上商城和雙11將成為集團下一個催化劑,推動今年第四季的增長。 該行預期,快手第三季收入將按年升21%至280億元人民幣,毛利率為51.3%,而其於第一及第二季則分別為46.4%及50.2%。另外,該行料公司第三季非國際會計準則淨利潤為28億元人民幣,每日活躍用戶數量按年增6%至3.86億,每日用戶瀏覽時間為128分鐘。 大摩將其2023年每股盈測提高逾50%,主要是成本控制政策和低基數的影響,並將2024年每股盈測上調8%,而2025年預測則下調8%。維持公司目標價85元,評級為「增持」。
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