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《大行報告》快手(01024.HK)投資評級及目標價(表)
阿思達克 03-14 16:09
快手-W(01024.HK)將於下周三(20日)公布截至去年第四季業績,受電商及內循環廣告收入上升及毛利率提高推動,本網綜合22間券商預測,快手2023年第四季非國際財務報告準則經調整淨利潤料介乎31.32億至41.39億元人民幣,對比2022年同期虧損4,533萬元人民幣,中位數34.62億元人民幣。 本網綜合10間券商預測,快手2023年第四季淨利潤料介乎21.1億至31.86億元人民幣,對比2022年同期虧損15.47億元人民幣,中位數24.82億元人民幣。投資者關注宏觀經濟對快手旗下廣告電商收入影響、短視頻及直播行業政策調整對公司影響,並關切公司在電商生態完善及供應鏈拓展如何進一步提升電商GMV、相關收入及毛利率表現。 下表列出26間券商對評級及目標價: 券商│投資評級│目標價 富瑞│買入│114元 招銀國際│買入│97元 摩根大通│增持│95元 國泰君安│增持│93.1元 廣發証券│買入│86.03元 大華繼顯│買入│85元 瑞銀│買入│85元 大和│買入│85元 農銀國際│買入│85元 華泰証券│買入│84.45元 里昂│買入│83元 高盛│買入(「確信買入」名單)│82元 國海証券│買入│80元 海通國際│優於大市│79元 匯豐環球研究│買入│78元 中信建投│買入│76.5元 建銀國際│跑贏大市│75.8元 美銀證券│買入│75元 交銀國際│買入│75元 野村│中性│72元 摩根士丹利│增持│70元 中信証券│買入│70元 中金│跑贏行業│70元 中銀國際│買入│70元 法國巴黎銀行│買入│70元 工銀國際│跑贏大市│56.78元
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