中金:上调快手目标价至66港元 GMV及核心业务增速良好

美港电讯
22 Nov 2024

【中金:上调快手目标价至66港元 GMV及核心业务增速良好】金十数据11月22日讯,中金发表报告指出,快手(01024.HK)第三季收入按年增长11.4%至311亿元,Non-IFRS净利润39.5亿元,均符合市场及该行一致预期。展望第四季,该行判断双十一快手平台商品交易总额(GMV)表现较好,但考虑到双十一或对第四季其余时间的GMV有虹吸,该行预计整体第四季GMV按年增速维持在14%左右;预计收入按年增长10%,其中包括电商在内的其他收入料升19%,广告业务收入料增长15%,核心业务收入增速有望好于GMV。该行维持对其“跑赢行业”评级,上调目标价18%至66港元。

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