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《大行報告》摩通:對快手(01024.HK)未來6-12個月股價前景維持正面看法
阿思達克 07-22 10:25
摩根大通發表報告表示,雖然該行對快手(01024.HK)今年第二季收入和經調整利潤預測分別符合和低於市場預測共識的9%,不過存在上行空間,因為其6月16日電商節期間銷售強勁,商戶廣告支出從6月起復甦,用戶成本優化。 該行維持對快手未來6-12個月股價的積極看法,推動因素包括在線廣告和電子商務領域市場份額增長,以及毛利率提高及到2022年底中國業務實現收支平衡,預計若第二季好過預期將成為其股價催化劑。該行維持對快手「增持」評級及目標價120元。 摩通料快手今年第二季非國際財務報告準則計量經調整虧損淨額33.27億人民幣(按年跌42%,按季跌11%),市場同業料虧損30.62億人民幣,並估計其第二季虧損54.02億人民幣,料淨收入207.53億人民幣按年升8%(按季跌1%)。
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