大行評級丨大和:快手首季盈利勝預期,升目標價至90港元
快手(1024.HK)上季經調整利潤淨額大升103倍,達44億元,高過市場預期的32億元,去年同期則為4200萬元。大和發表報吿,確認予快手“買入”評級,目標價由85港元上調至90港元。大和把快手今明兩年每股盈利預測上調3%至8%,以反映將出現的經營槓桿及效益改善。公司首季收入大致符合預期,利潤則較市場預期高出37%,日活躍用户及月活躍用户按年升5%及7%,日活躍用户日均使用時間在季節性影響下仍達129.5分鐘。該行預期,在內容供應多元化下,快手日活躍用户將在本季達到4億;相信外來廣吿增長加快及貨架電商進展,將為短期的業務催化劑。
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