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《大行報告》大和上調快手-W(01024.HK)目標價至125元 評級「買入」
阿思達克 08-24 14:13
大和發表報告指,快手-W(01024.HK)第二季業績遠勝預期,經調整淨虧損收窄至13億元人民幣,遠好過市場預期的經調整虧損29億元人民幣。內地業務本季實現9,400萬元人民幣的營業利潤,扭虧時間較目標時間今年第四季提前。 報告指,在宏觀環境充滿挑戰的背景下,快手次季三大業務收入增長都保持韌性,表現勝同行。大和認為,自去年第三季組織架構重組以來,快手幾個季度的表現都好過預計,相信管理層相對保守的下半年指引可以支持有關情況。 大和降快手2022至2024年收入預測介乎2%至8%,但將經調整淨利潤率預測提高2至4個百分點,以反映成本控制比預期強。目標價由122升至125元, 評級「買入」。
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