《大行報告》美銀證券降快手(01024.HK)目標價至105元 料下半年銷售及行銷支出將再上升
美銀證券發表報告,快手(01024.HK)今年第二季收入達217億元人民幣,高於市場預期,主因受到直播業務所帶動;線上營銷服務收入大致符合預期;至於電商業務亦略勝預期。
該行補充,預期快手在疫情之後,下半年電商業務恢復得比廣告業務快,料銷售和推廣成本將再次上升,將其2022至2024年每股盈利預測下調,目標價由117元下調至105元,重申「買入」評級,估計其下半年毛利率顯著改善。
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