《大行》大華繼顯升級拼多多(PDD.US)至「持有」 目標價降至117美元
大華繼顯研究報告指,拼多多(PDD.US)次季盈利超預期,收入按年增長7%至1,040億元人民幣,符合市場預期,但受佣金收入增長放緩拖累。非公認會計準則淨利潤按年下降5%至327億元人民幣,較市場預期高46%。非公認會計準則淨利潤率收縮4個百分點至31.5%。
展望未來,拼多多預期因其支持商家策略,收入增長與盈利能力將持續波動。該行將評級上調至「持有」,目標價由130美元下調至117美元。
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