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《大行》花旗升快手(01024.HK)目標價至88元 料次季利潤大致符預期
阿思達克 07-29 11:02
花旗發表報告指,快手-W(01024.HK)可能會在8月底公布第二季業績,預期營業額和利潤將大致符合預期。該行預計GMV按年增長可能會達到14%,而廣告增長可能會在第二季加速。可靈的盈利能力在次季度亦應該不錯。 進入下半年,貨架式電子商務廣告和快手的增長勢頭可能會持續。該行微調對快手2025/2026/2027年盈利預測,以反映可靈的進展。由於中國互聯網領域重新評級,目標價從66元上調至88元。 該行指,儘管投資者現在可能對快手有更高的期望,特別是對可靈,認為現時相當於預測今明兩年市盈率分別14倍及12倍的估值不高,且短片生成模型具可觀潛力,維持「買入」評級。
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