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《大行報告》野村上調快手(01024.HK)目標價至122元 評級「買入」
阿思達克 10-25 10:19
野村發表報告,預計快手(01024.HK)今年第三季營收將按年增長31%,至201億元人民幣(下同),與市場預期相符。至於非通用會計準則的淨虧損預測約60億元,好過市場預計的虧損72億元。因此將快手目標價由95元上調至122元, 維持評級「買入」。 野村指,按照通用會計準則,快手第三季經營利潤率可能倒退42%,好於市場預期的倒退44%,這可能是由於公司海外營銷支出減少。另外,野村預計,快手的網絡廣告收入在第三季將錄得75%的按年增長;其他服務的收入可能按年增長50%,主要由電商GMV按年上升74%帶動;直播收入在第三季度可能出現4%的按季增長,按年則下降6%。 在用戶指標方面,野村預計快手的日均活躍用戶數量(DAU)在第三季按年增長17%至3.17億,主要得益於暑假和奧運會。由於用戶參與度的提高,每個DAU的日均花費時間可能會錄得25%按年增長至110分鐘。
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