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港股異動丨Keep升超9%,財報顯示虧損收窄趨勢向好,多家券商給予“增持”評級
格隆匯 04-08 11:22
Keep(3650)盤中拉昇一度升超9%報4.71港元,成交額接近4000萬港元。Keep此前公佈2023年全年業績顯示,2023年淨收入21.38億元,經調整淨虧損同比大幅縮減至2.95億元。毛利率更高的線上會員及付費內容收入同比增長11.4%,貢獻9.96億元,成為第一大營收來源。財報利好帶動下,Keep 4月2日尾盤一度大升近14%。財報發佈後,國信證券、德邦證券等券商機構對Keep給予“增持”評級。國信證券指出,2023年Keep付費滲透率、月活用户平均收入均有明顯增長,在良好成本及費用管控下,減虧趨勢向好。2023年公司開始拓展户外裝備品類和課程內容,在户外行業熱潮下,有望帶動消費品收入及毛利率提升。消息面上,Keep近日發佈了8.0版,推出很多全新實用功能,覆蓋了超60種運動品類,既有操課、拳擊、普拉提等室內健身項目,也有球類、游泳、飛盤、滑雪、攀巖等室外或者需要專業場館的運動。同時,Keep也支持超過50多種外部設備的連接,讓數據記錄更便捷的同時打通生態外硬件設備,有望連接更大的用户羣體。多位行業資深從業者表示,滿足泛運動人羣的需求,將為Keep帶來更大的用户體量,從而帶動商業價值的轉化。
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