《大行報告》里昂下調快手-W(01024.HK)目標價至77.5元 評級「買入」
里昂發表研究報告指出,快手-W(01024.HK)電商業務增長保持穩健,但外部廣告需求再受宏觀不利因素影響。該行預期快手於第三季的總收入按年增長10%至226億元人民幣,料外部廣告收入按年跌6%,但估計電商交易總額(GMV)維持25%的按年增長。
該行認為,快手重新開放廣告外鏈,包括在短視頻和直播中設置購買商品鏈接,有望吸引更多外部廣告需求。惟由於外部廣告的不確定性,該行將快手2022及2023財年收入預測下調3.5%,將其目標價由85元降至77.5元,重申「買入」評級。
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