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《大行報告》野村削快手(01024.HK)目標價至95元 評級「買入」
阿思達克 08-26 10:59
野村發表研究報告,指快手(01024.HK)第二季收入高於預期,總收入按年升49%,非通用會計準則計,淨虧損按年擴大1.5倍至48億元人民幣,仍勝市場預期。其日活躍用戶按年增12%至2.93億戶,管理層指日活躍用戶增長集中在第二季,6月份按年增14%,料第三季按年增17%至3.17億戶。每名日活躍用戶日均使用時間按年增25%至107分鐘,令整體使用時間在第二季按年增40%。 該行指出,廣告和電商仍是快手主要增長動力,料下半年廣告增長放慢,由於電商服務具季節性,第三季按年增長料放緩至71%,但第四季增長料重新加快至75%。野村維持予快手「買入」評級,目標價由273元大削至95元,相當於明年預測市銷率2.7倍,認為在短視頻行業中,其估值不算貴。
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