《大行報告》中金升快手-W(01024.HK)目標價至112元 評級「跑贏行業」
中金發表報告指,邀請了快手-W(01024.HK)管理層參加該行的投資策略會議,與管理層討論了疫情後的業務復甦、成本削減的效果及海外業務發展等。
該行表示,集團的電商業務顯著改善,但廣告收入仍然很低。自6月初以來,隨著疫情的影響舒緩,內地地方政府開始恢復工作和生產。據快手指,其用戶數量正按預期增加,電商業務自5月初開始恢復。另外,集團預計,隨著物流和倉儲限制的減少,加上電商購物節將於本月中旬開始,料業務將繼續改善。
中金將快手股份目標價上調24%至112元,評級維持「跑贏行業」,並調升集團今年虧損預測,由110.5億元增至132.9億元人民幣。
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