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《大行報告》大摩:快手-W(01024.HK)次季業績勝預期 評級「增持」
阿思達克 08-24 11:33
摩根士丹利發表研報指,快手-W(01024.HK)第二季業績勝預期,電商成交總額、直播業務及毛利率表現均向好,中國市場業務提前兩個季度實現盈虧平衡,維持下半年收入增長預期,但認為在宏觀環境較疲弱的影響下,日活躍用戶、成交總額及直播業務的增長或被廣告業務的下降所抵銷。 報告將快手2022年經調整淨虧損預測收窄逾30%,並將2023年至2024年盈利預期分別上調 90%和10%,預計利潤率表現將繼續令人驚喜,維持目標價100元及「增持」評級。 大摩又指,短期內或會有上市前投資者進一步沽貨,考慮到下半年增長前景,將視為買入機會。
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