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《大行報告》瑞銀上調快手-W(01024.HK)目標價至104元 評級「買入」
阿思達克 07-26 10:10
瑞銀發表報告指,在宏觀不確定性環境下,快手-W(01024.HK)是風險較低的網絡媒體公司。快手在電商和廣告市場份額增長,以及良好的成本控制執行力推動下,基本面將超過同行,且估值合理。目標價由95元上調至104元,維持評級「買入」。 瑞銀看好快手電子商務GMV具潛在上升空間。快手616購物節後的電商業務增長速度加快,主要由新品牌商家和自家品牌的快速增長,以及活躍買家所推動。該行將其第二季和全年GMV預測增長率分別由24%和31%提高至26%和33%。 瑞銀預計,快手的電商表現將對廣告帶來協同效應,並料媒體直播收入具上升空間,應在一定程度上抵銷監管影響。該行亦料快手的營運虧損將持續收窄,並在第四季錄得4.71億元人民幣的非美國通用會計準則下的經營利潤。
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