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《大行報告》摩通首予快手「增持」評級看120元 今年科網股首選騰訊、百度、京東、美團及網易
摩根大通發表研究報告,首予快手-W(01024.HK)「增持」評級,目標價120元。該行稱,快手股價自去年2月中旬高位累跌79%,主因季績令人失望兼盈測下調。相信快手未來數季踏入盈測向上修訂週期,料推動今年股價上行。該行對快手去年末季及今年經調整每股盈測較市場高出分別31%及8%。相信快手是今年內地科網板塊最佳逆勢而上股份,建議投資者在末季業績公佈前收集快手。 另摩通在內地科網展望2022報告中指出,內地科網板塊今年財務展望及盈利預測方向可見度仍低,相信一系列核心趨勢將主導今年股價相對錶現。該行建議投資者對趨勢及股份具選擇性,留意仍未反映於股價的高確定性事件,而不是整個板塊撈底。該行首選股包括快手、騰訊(00700.HK)、百度-SW(09888.HK)、京東-SW(09618.HK)、美團-W(03690.HK)及網易-S(09999.HK)。該行建議投資者避開今年或市佔流失的經營商,如平安好醫生(01833.HK)及汽車之家-S(02518.HK)。
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