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HSBC Global Research Axes KUAISHOU-W (01024.HK) TP to $200; Rated Buy

HSBC Global Research Axes KUAISHOU-W (01024.HK) TP to $200; Rated Buy

汇丰全球研究将KUAISHOU-W(01024.HK)TP下调至200美元；评级为买入
AAStocks ·  2021/07/25 22:07

KUAISHOU-W (01024.HK)'s loss is predicted to further widen on the increasing marketing and R&D expenses, with its stock price forecast to remain volatile in near-term as its rival "Douyin" continues to outperform the company in terms of the number of DAUs, reported HSBC Global Research.

HSBC Global Research favors KUAISHOU-W's advertising and e-commerce businesses and expects the adjustment on revenue mix to improve the GPM. HSBC kept KUAISHOU-W at Buy with its target price being reduced from $350 to $200 due to the delay in the forecast profit turnaround to 2023 from 2022 caused by the limited room for monetization in near-term and declining live-streaming revenue.

据汇丰全球研究报道，由于不断增加的营销和研发费用，快手W(01024.HK)的亏损预计将进一步扩大，其股价预计在短期内仍将波动，因为其竞争对手“抖音”在DAU数量方面的表现继续优于该公司，汇丰全球研究公司(HSBC Global Research)表示，该公司的亏损预计将进一步扩大，其股价预计在短期内仍将保持波动，因为其竞争对手“抖音”在DAU数量方面继续领先于该公司。汇丰环球研究看好快手W的广告和电子商务业务，并预计收入构成的调整将改善GPM。汇丰银行将KUAISHOU-W维持在Buy，目标价从350美元下调至200美元，原因是由于近期货币化空间有限和直播收入下降，预计利润好转将从2022年推迟到2023年。

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