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《大行報告》美銀證券降快手(01024.HK)目標價至75元 反映市場疲弱
阿思達克 01-31 11:45
美銀證券發表評級報告,料快手(01024.HK)上季總收入按年升15%至326元人民幣,符合預期,線上廣告收入按年升21%至182億元人民幣,受惠電商相關內部廣告表現強勁、外部廣告復甦。該行料,其他服務收入按年升36%至44億元人民幣,同時電商增長保持穩健,商品交易總額按年升30%,收入按年升42%。 該行料,上季毛利率改善至51.3%,調整後純利預測達34億元人民幣,調整後利潤率達10%。該行將其目標價由86元下調至75元,維持其評級為「買入」。
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