《大行報告》摩通:快手(01024.HK)上季業績穩健 可能會帶來正面盈利修正
摩根大通發表報告指,快手(01024.HK)上季業績勝預期,前景穩健。第三季營收為280億元人民幣,按年增長21%,按季增長1%,分別超出該行及市場預期2%和1%,主要受惠於直播和電子商務的增長好過預期,予「增持」評級,目標價90元。
報告指,由於利潤率大幅提高,快手的經調整每股盈利為0.72元人民幣,分別超出摩通和市場預期41%和19%。該行認為,強勁的業績表明快手基本面發展穩健,將在未來幾個季度帶來積極的盈利修正。同時預計快手股價將因應業績有正面反應。
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