《大行報告》中金料快手-W(01024.HK)上季業務穩健 用戶流量水平或再創新高
中金發表報告,維持快手-W(01024.HK)「跑贏行業」評級,目標價93港元。該行預計快手將於3月下旬發布去年第四季業績,預計收入按年增長12%至 273.7億元人民幣(下同),市場預期為269.1億元;Non-IFRS淨虧損料為3.21億元,按季收窄3.51億元,市場預期虧損3.47億元。
報告指,去年第四季受世界盃、電商大促等事件帶動,快手用戶表現較好,根據QuestMobile,季內快手日活躍用戶數及人均單日使用時長分別按季增1.5%和2.3%。中金預計快手整體日活躍用戶數按季增1%至3.67億人,人均單日使用時長130分鐘,用戶流量水平有望再創新高。
中金認為,快手作為短視頻賽道龍頭公司,業務表現有望受惠於內地經濟環境回暖和消費需求復甦,同時組織架構調整或有助於提升流量變現效率,建議持續關注廣告及電商業務收入增長及公司層面盈虧平衡可見度表現。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.