大行評級 | 高盛:首予快手“買入”評級 料今年下半年及明年的收入增長將會加速
格隆匯9月5日丨高盛發研報指,快手(1024.HK)是中國現時互聯網板塊增長最快的線上平臺之一,預料其於2021-24年所花費的時間及收入年複合增長率分別爲18%及19%,亦預計公司將釋放其不斷擴大但貨幣化不足的3.5億日活躍用戶數量用戶羣的價值,予目標價112港元,首予“買入”評級。高盛預計快手在今年下半年及明年的收入增長將會加速,料分別同比增長18%及22%,預計2021-25年收入複合年增長率爲18%至1580億元人民幣,其中集團業務在明年實現盈利,國內業務在2025年達到20%的營運利潤率,認爲目前股價下的風險回報是有利的。該股現報65.65港元,總市值2819億港元。
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