《大行報告》大和下調快手-W(01024.HK)目標價至90元 評級「買入」
大和發表報告指,快手-W(01024.HK)在10月18日至30日的雙11預售活動,商品交易總額(GMV)按年升84%,家電、化粧品及護膚品、3C電器產品的銷售最高,該行對公司在今年雙11的銷情樂觀,因為公司聚焦具成本效益的產品、提供優質內容產品及售後服務。
該行將快手今年每股盈利預測上調4%,以反映對第四季廣告及電商業務的增長樂觀,雖然市場競爭激烈,預期全年盈利仍較市場普遍預期高出3.7%,主要因為經營效益及AI科技,對控制銷售及推廣開支有利,重申「買入」評級,為反映市場競爭增加,目標價由92元下調至90元。
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