我不是郭靖
2021-03-08
加油冲[流泪]
@小虎活动:
【有奖竞猜】快手股价创新低,预测一周涨跌幅!
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src=\"https://static.tigerbbs.com/d2aa4d053722b934207f662f8579abad\" tg-width=\"3478\" tg-height=\"1966\"></p> <p>而后纳入恒指的消息传出,公司股价不停续创新高,最高见417.8港元。</p> <p>进入3月,大盘调头,快手股价也遭遇连番下跌。近两周分别跌20.4%,7.7%。今日再跌5.5%,股价创下新低268港元。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c0bab1d6009076842013cfa09fdd23e3\" tg-width=\"840\" tg-height=\"470\"></p> <p>而如果翻看最近的券商研报,会看到机构对公司的目标价和评级正面。西部证券给予买入评级,目标价404.6港元;光大证券给予买入评级,目标价404港元...</p> <p><b>其中估值逻辑如下:</b></p> <p>公司用户仍在高速增长阶段,未来广告转化效率、带货GMV和佣金率继续提升,娱乐直播继续丰富内容平稳发展。预计2020/21/22年净利润为-1059/-74/63亿元。由于平台MAU高速增长,且仍处在变现早期,单用户价值提升较快,采用P/MAU估值法进行分部估值,得出快手对应目标价404.6港币。</p> <p>快手兼具私域社交+公域媒体两种产品特点,依托于“老铁经济”和私域流量的强粘性和高转化的同时,积极开发公域提高商业化变现效率,公司广告及直播电商业务具备长期商业化变现潜力。根据分部估值结果,给予“买入”评级,目标股价404港元。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3b63c8dfd3a109a7031095a0060d4062\" tg-width=\"1442\" tg-height=\"786\"></p> <p><b>不过市场也不乏看衰快手股价的分析</b>,认为:</p> <p>公司估值的暴涨和经营上面临的极大的问题和危险,形成了极为强烈的反差。</p> 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