《大行報告》大摩料快手-W(01024.HK)次季業績勝市場預期 評級「增持」看100元
摩根士丹利發表報告指,快手-W(01024.HK)將於本月底公布今年第二季業績,預料其表現將會好過市場預期,當中商品成交金額(GMV)及毛利估計會令市場有驚喜。
該行預期,集團6月電商GMV按年增長超過30%,且7月初增長進一步加快,主要是受到公司特定因素,例如更高公共領域流量利用率及強勁的流量增長等推動。至於次季基礎情境的毛利率預期按季增長1個百分點,下半年料進一步提高至按季增1.5至2個百分點。
大摩維持對快手股份「增持」評級,目標價100元。
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