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《大行报告》大摩下调快手(01024.HK)目标价至80元 评级「增持」
阿思达克 11-01 10:21
摩根士丹利发表报告指,在双11购物节期间,受惠广告和电子商务业务以及营运效率提升,预计快手(01024.HK)下半年业绩将表现强劲,予「增持」评级。 该行指,对快手2023至2024财年的净利润预期比市场预计高出20%,并认为鉴于其经调整净利润率在第二季已达到10%,因此明年11%净利润率已经是保守的预期。 另外,大摩对成本和费用假设进行微调,小幅调整人民币兑美元汇率预测,从7.2调整为7.3。因此将快手目标价由85元降至80元。
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