孤雁投资
11-20 16:47
$快手-W(01024)$
快手三季报:
Q3收入为311.31亿元,同比增长11.4%;经调整净利润为39.48亿元,同比增长24.4%。
平均DAU4.07亿,同比+5.4%;平均MAU7.14亿,同比+4.3%.
Q3电商业务GMV 3341亿元,前三季度GMV 9275亿元,同比+18.8%。
感觉还可以,基本和券商之前预测的差不多。前三季度130亿利润,全年估计170-190亿利润。
一年200亿的利润,估值10x出头,合理市值应该在4000-5000亿左右。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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