《大行報告》野村:快手(01024.HK)季績勝預期 重申「買入」評級
野村發表報告表示,快手(01024.HK)今年第三季業績優於該行及市場預期,指收入及毛利均勝預期,期內收入按年升33%,高於市場及該行預期2%,非國際財務報告準則營運毛利率升至25%,非國際財務報告準則計,經調整虧損淨額為48.22億人民幣,表現優於市場及該行原預期各虧損65億及59億人民幣。
該行指,快手旗下電商業務及其他收入按年升53%,高於該行原預期2%,期內電商總商品交易額(GMV)按年升86%至1,760億人民幣,高於該行原預期升74%。
野村表示,快手的平均日活躍用戶(DAU)達到3.2億戶,高於該行原預期按年升17%預測,主要受奧運因素所推動。該行維持對快手「買入」投資評級及目標價122元。
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