《大行報告》匯豐研究升拼多多(PDD.US)目標價至190美元 本土業務展現更強韌性
匯豐研究發表報告指出,拼多多(PDD.US)去年第四季本土及海外增長均強勁。公司上季受惠於品牌產品種類豐富(如更多國際品牌及進口美容產品)、百億補貼推動商品成交額(GMV)以及廣告變現率加速,相信有關勢頭將於今年持續。該行對其今明兩年收入預測上調約4%,盈利預測上調7%至9%。
該行對拼多多的目標價由186美元上調至190美元,認為公司本土業務展現更強韌性,維持對其「買入」評級,預期海外市場拓展的增長前景仍面臨地緣政治及監管風險。
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