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《大行報告》華泰證券微升快手(01024.HK)目標價至93.6元 料上季電商收入超預期
華泰證券發表報告指,持續看好快手(01024.HK)收入增長和利潤放量,預計第三季營收按年增長22%,毛利潤率按年改善4.8個百分點至51.1%。受惠於收入分成和帶寬成本的持續優化,預期第三季經調整淨利潤達28.2億元人民幣。而第三季為電商行業淡季,快手達人分銷和電商生態改善,帶來商品成交額逆勢較強增長。 華泰證券指,快手在交流會表示,今年騰訊(00700.HK)AGM表示不會分配快手股票,迄今為止還未與快手就股票分配展開任何討論。 展望今年至後年,該行將快手經調整淨利潤分別上調12.1%、3.1%、1.4%至85億、155億、209.5億元人民幣。目標價由93元上調至93.6元,維持「買入」評級。
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