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《大行報告》美銀證券下調快手-W(01024.HK)目標價至117元 評級「買入」
阿思達克 05-25 09:40
美銀證券發表報告指,快手-W(01024.HK)在推動用戶/商家參與方面的成果在首季業績中顯現,包括應用程序月用戶增長穩健,按年增長17%至5.98億,而且用戶參與度提高,日均使用時間按年增長29%。 該行表示,集團首季收入大致符合市場預期,按年增長24%至210億元人民幣;由於成本控制得宜,虧損亦有所收窄,錄得經營虧損56億元人民幣,較市場估計的67億元人民幣為小。 美銀證券降其2022至2024年每股盈測,反映疫情干擾導致收入基礎收窄;並下調快手目標價,由133元降至117元,評級維持「買入」,預期集團近期增長會受到內地因疫情封城影響,公司估算旗下逾五成商戶位處受限制地區。
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