《大行報告》大和降快手(01024.HK)目標價至85元 下調今明兩年每股盈測
大和發表報告指,快手(01024.HK)將公布上季業績,由於其多樣化的內容供應和來自小遊戲的增量收入,預計快手的用戶增長將保持健康趨勢,每個日活躍用戶的花費時間將達到120分鐘以上。此外,該行認為市場對遊戲監管草案的潛在影響反應過度,因為根據該行計算,快手的遊戲風險敞口僅5%。
大和指,快手作為首選之一,從基本面出發,仍是表現最好的公司之一,盈利有明顯的上調空間。該行將快手2023年每股盈利預測上調9%,主要是考慮到去年第四季強勁的盈利表現,但由於對2024至2025年宏觀經濟復甦前景慢於預期的擔憂,下調2024至2025年的每股盈利預測。重申「買入」評級,但將目標價從88元下調至85元。
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