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《大行報告》瑞信上調快手(01024.HK)目標價至140元 評級「跑贏大市」
阿思達克 10-22 09:58
瑞信發表報告,指在廣告、電商和直播業務的推動下,預計快手(01024.HK)今年第三季總收入為200億元人民幣(下同),按年增長31%,並估計快手上季按非通用會計準則下的淨虧損為70億元。 瑞信指,重點關注快手用戶增長步入正軌,考慮到暑假和奧運會等內容,預測公司月活躍用戶人數(MAU)和平均日活躍用戶(DAU)按季增長7%,全年的平均日活躍用戶將按年增長16%,至第四季度的3.2億。在營運重組之後,快手將重點關注高質量的用戶增長,如新用戶的保留和更高的效率。 該行表示,將快手2021、2022財年盈利預測分別上調12%和9%,以計入低於預期的用戶獲取和海外支出,並將目標價由135港元上調至140港元,維持「跑贏大市」評級。
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