《大行報告》瑞銀引述快手(01024.HK)管理層指本季將增銷售及行銷支出 以增流量份額
快手(01024.HK)去年第二季業績優於券商預期,但今日(24日)午後股價沽壓加大,盤中曾低見67.15元一度下挫10.6%,最新報68.1元跌9.3%。瑞銀發表報告,預期快手(01024.HK)今年第二季毛利率持續改善,料今年第三季及第四季各提升至46%及48%,但無論如何,該行引述快手管理層表示於今年第三季將增加銷售和行銷支出,因公司更重視增加流量份額。
該行指快手次季業績強勁,各項指標表現提升,內地業務亦實現盈利。基本維持全年收入預測,並收窄淨虧損預測15%,以反映次季業績增長。明年淨利潤預測提高8%,該行相信毛利率改善趨勢是可持續。維持「買入」評級,目標價104元不變。該行並認為快手基本面應該繼續好過同行,但快手管理層對下半年的論調未有太大驚喜。
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