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《大行報告》中信證券料快手(01024.HK)次季經調整淨虧損35.29億人民幣
中信證券發表研究報告,預測快手(01024.HK)第二季收入將按年增長8.2%,達到207.07億元人民幣,當中直播、廣告及電商爲主的其他業務料增長10.1%、8.2%及1%,電商GMV預計按年增長25.2%至1,820.79億元人民幣,期內平臺每日活躍用戶數量預期達到3.46億人,按年升17.8%。 該行預期,快手持續降本增效,加上商業化拓展策略持續推進,預計第二季經調整淨虧損將達到35.29億元人民幣,經調整淨虧損率收窄近8個百分點至17%。 隨着下半年經濟回暖及局部疫情得到進一步控制的預期增強,中信證券預期未來廣告和電商業務有望恢復良好增長,毛利率、銷售費用率和淨虧損率亦有望持續改善,全年平臺整體流量料按年增長20%至30%,維持「買入」評級,目標價121元。
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