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港股异动 | 快手-W(01024)现涨超4% Q3营收净利均超预期 公司同比扭亏为盈

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快手-W(01024)现涨超4%,截至发稿,涨4.36%,报61.05港元,成交额3.81亿港元。

消息面上,11月21日,快手公布三季度业绩,财报显示,快手本季营收279.5亿元,同比增长20.8%,超出市场预期的277.1亿元。第三季度调整后净利润31.7亿元人民币,同样好于市场预估26.6亿元人民币,同比扭亏为盈。

中金公司表示,三季度快手加大优质原生内容如短剧的渠道投放力度,用户增长效率和质量持续改善,三季度单位用户获客成本同环比继续下降;公司收入保持较高增速,高毛利业务占比进一步提升。展望四季度,电商/广告均迎来旺季,我们判断,电商GMV 或保持同比30%增速,推动其他收入同比增长40%,内循环广告驱动下广告收入有望同比增长20%,直播收入同比基本持平;尽管由于季节性因素影响,销售费用环比或有所上升,但我们判断利润释放仍有望维持较好水平。

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