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摘星星的牧羊犬
2021-03-20
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摘星星的牧羊犬
2021-03-20
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一文尽享快手、腾讯、小米、美团财报前瞻
摘星星的牧羊犬
2021-03-16
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摘星星的牧羊犬
2021-03-04
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20:39","market":"hk","language":"zh","title":"一文尽享快手、腾讯、小米、美团财报前瞻","url":"https://stock-news.laohu8.com/highlight/detail?id=1103035243","media":"美港电讯","summary":"快手(01024.HK)\n快手科技将于下周二（23日）公布2020年年度业绩，这也是快手在港上市以来公布的第一份财报。\n日活数量（DAU）：2020年前11月快手DAU为2.64亿，同比增长53.6%","content":"<p><b>快手(01024.HK)</b></p>\n<p>快手科技将于下周二（23日）公布2020年年度业绩，这也是快手在港上市以来公布的第一份财报。</p>\n<p><b>日活数量（DAU）：</b>2020年前11月快手DAU为2.64亿，同比增长53.6%。而10至11月平均DAU为2.7亿，同比增长34.4%，同比和环比增速均放缓。市场预期Q4平均DAU为2.76亿，同比增长34%；2020全年平均DAU为2.65亿，同比增长50.9%。</p>\n<p><b>直播业务：</b>快手Q3直播业务营收79.6亿元，同比下滑1.6%。Q3内，月度平均付费用户同比增长4.9%至5170万，而每付费用户平均收益（ARPPU）则同比下滑6.2%至51.32元。考虑到国家广播电视总局此前公布的《关于加强网络秀场直播和电商直播管理的通知》的影响，市场预期Q4直播业务的营收增速将同比减少8%。</p>\n<p><b>线上营销业务：</b>快手2017年线上营销营收仅为3.91亿人民币，2020前三季度增至133亿人民币，其中Q3广告营收同比增长202%至61.81亿人民币，广告变现速度明显加快，未来线上营销可能超越直播付费业务成为公司第一大收入来源。市场预期Q4广告业务营收将同比增长161%。</p>\n<p><b>综上所述，市场预期快手2020年Q4营收将增长50%至177.83亿元，经调整净亏损75.3亿元。投资者关注快手广告业务和直播带货业务前景、电商货币化，以及互联网监管收窄对公司产生的潜在影响。</b></p>\n<p><b><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700.HK)</b></p>\n<p>腾讯控股将于下周三（24日）公布2020年年度业绩。</p>\n<p>市场预期腾讯2020年Q4营收为1331.12亿元人民币，主要受游戏业务增长推动；净利润将录得328.93亿元。预期2020年全年营收为4811.1亿元人民币，净利润为1303.72亿元。</p>\n<p><b>投资者将关注反垄断政策对腾讯的影响，以及管理层对游戏业务、广告业务及金融科技业务的最新营运指引。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8b034eb4ff523ea8666f9dad24ca0078\" tg-width=\"792\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p><b>游戏业务：</b>腾讯在2019年Q4的网络游戏收入同比增长25%至302.86亿元，上一季度收入同比增长45%至414.22亿元，预计本季度游戏业务仍将录得强劲增长。考虑到收购Supercell的整合效应以及递延收入减少，市场预期腾讯<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机游戏收入将同比增长39%，低于今年前三季度超过60%的增速。</p>\n<p>不过，腾讯头部游戏流水仍保持稳定。新游戏《天涯明月刀》市场反应理想，Q4流水可能超30亿元，去年12月上线的《使命召唤》也位列畅销榜前十。另外，安卓平台收入占比减少，将提升潜在毛利率和增长可持续性。</p>\n<p><b>金融科技业务：</b>鉴于金融科技监管收紧和反垄断执法加强，金融科技公司将受到负面影响。日前，据彭博社报道，腾讯正面临监管机构在金融科技、交易方面的整顿，其金融科技业务将面临更严密的审查，可能被要求建立金融控股公司。不过，预期这并不对该业务在Q4的表现构成影响。<a href=\"https://laohu8.com/S/03329\">交银国际</a>此前发布报告称，金融科技业务受电商促销季和社区团购拉动小程序交易规模，消费支付规模增长也将出现环比上升。</p>\n<p><b>小米集团(01810.HK)</b></p>\n<p>小米集团将于下周三（24日）公布2020年年度业绩。</p>\n<p>市场预期小米2020年Q4营收为745.75亿元人民币，主要受智能手机业务增长推动；净利润为25.26亿元。预期2020年全年营收2477.64亿元，净利润135.31亿元。</p>\n<p><b>投资者关注小米的最新营运指引以及临时投资禁令的进一步发展等。</b></p>\n<p><img src=\"https://static.tigerbbs.com/dc543bd9cde7a9bfabb99ad3b0a33265\" tg-width=\"689\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p><b>智能手机业务：</b>据IDC数据，小米在2020年Q4智能手机出货量同比增长33%至4330万台，市场份额同比增长2.3%至11.2%。市场预期今年小米的智能手机销售仍然强劲。考虑到去年的营销策略（网上销售模式、海外拓展等）对提升市场份额十分有效，今年小米的营销策略可能更加进取，再加上线下实体店扩张和新品即将陆续推出，有助于进一步提升市场份额。中金预期小米在2021年的智能手机出货量将达到1.95亿台，而且由于产品高端化，销售均价将增长7%。</p>\n<p><b>临时禁令影响：</b>美国联邦法官禁止美国国防部将小米列为所谓“与中国军方相关企业”政策的生效或实施。随后，国际指数公司MSCI明晟表示，目前不会从MSCI ACWI或MSCI中国全股票指数及相关非市值加权指数或定制指数中剔除小米的B类股，将继续关注小米的后续发展。相关公告去除了一大不确定因素，解除小米面对的沽压，并暂时消除相关资金撤出的影响。</p>\n<p><b>美团(03690.HK)</b></p>\n<p>美团将于下周五（26日）公布2020年年度业绩。</p>\n<p>虽然到店业务持续复苏，但考虑到新投资业务可能影响业绩，以及金融投资公允价值有所变动，市场预期美团2020年Q4营收368.07亿元，净亏损16.72亿元。预期2020年全年营收1139.44亿元，净利润为54.59亿元。</p>\n<p><b>投资者关注美团最新的营运和毛利率指引，聚焦该公司拓展社区电商的投入及中长期策略，同时关注监管风险对公司的潜在影响。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f523b61f29970c5e58da18d720e1c210\" tg-width=\"749\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p><b>餐饮外卖业务：</b>市场预期餐饮外卖整体交易额将同比增长36%至1530亿元，日均订单量增长31%至3550万张，平均单价也有5%的增长，意味着变现率将为13.8%。虽然食品快递行业持续复苏带来的溢利有一部分被冬季骑手成本增加所抵销，但市场仍预期美团餐饮外卖业务Q4营收将同比上涨35%至211亿元。</p>\n<p><b>到店、酒店及旅游业务：</b>由于业务持续从疫情中复苏，市场预期到店、酒店及旅游业务营收将同比上升12%至71亿元人民币。</p>\n<p><b>新业务及其他：</b>自2020年Q3起，美团大额投资于杂货零售业务，尤其是“美团优选”。市场预期，相比毛利率，公司在短期内将优先集中扩大规模以及抢占市场份额，这将拖累短期盈利能力。同时，市场也认为共享单车以及其他新投资（包括闪购、快驴等）将拖累美团业绩。市场预期新业务营收将同比增长50%至91亿元。</p>\n<p><b>投行分析</b></p>\n<p>正荣金融业务部副总裁郭家耀表示，美股周四向下，美国10年期国债收益率再创一年高位，拖累大市下跌，科技股沽压沉重，纳指收跌超3%，道指及标普500指数也从历史高位回落。市场再度关注美债收益率上升情况，投资者忧虑通胀升温将令货币政策需要作出调整。高估值的新经济股仍然受压，预料恒生指数在29500点水平有较大阻力，下方支持在28500点附近。</p>","source":"lsy1606393433888","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一文尽享快手、腾讯、小米、美团财报前瞻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 20:39 北京时间 <a href=https://news.ushknews.com/mobile/details.html?id=1002538&type=news><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快手(01024.HK)\n快手科技将于下周二（23日）公布2020年年度业绩，这也是快手在港上市以来公布的第一份财报。\n日活数量（DAU）：2020年前11月快手DAU为2.64亿，同比增长53.6%。而10至11月平均DAU为2.7亿，同比增长34.4%，同比和环比增速均放缓。市场预期Q4平均DAU为2.76亿，同比增长34%；2020全年平均DAU为2.65亿，同比增长50.9%。\n直播业务：...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002538&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"03690":"美团-W","00700":"腾讯控股","01024":"快手-W","01810":"小米集团-W"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002538&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103035243","content_text":"快手(01024.HK)\n快手科技将于下周二（23日）公布2020年年度业绩，这也是快手在港上市以来公布的第一份财报。\n日活数量（DAU）：2020年前11月快手DAU为2.64亿，同比增长53.6%。而10至11月平均DAU为2.7亿，同比增长34.4%，同比和环比增速均放缓。市场预期Q4平均DAU为2.76亿，同比增长34%；2020全年平均DAU为2.65亿，同比增长50.9%。\n直播业务：快手Q3直播业务营收79.6亿元，同比下滑1.6%。Q3内，月度平均付费用户同比增长4.9%至5170万，而每付费用户平均收益（ARPPU）则同比下滑6.2%至51.32元。考虑到国家广播电视总局此前公布的《关于加强网络秀场直播和电商直播管理的通知》的影响，市场预期Q4直播业务的营收增速将同比减少8%。\n线上营销业务：快手2017年线上营销营收仅为3.91亿人民币，2020前三季度增至133亿人民币，其中Q3广告营收同比增长202%至61.81亿人民币，广告变现速度明显加快，未来线上营销可能超越直播付费业务成为公司第一大收入来源。市场预期Q4广告业务营收将同比增长161%。\n综上所述，市场预期快手2020年Q4营收将增长50%至177.83亿元，经调整净亏损75.3亿元。投资者关注快手广告业务和直播带货业务前景、电商货币化，以及互联网监管收窄对公司产生的潜在影响。\n腾讯控股(00700.HK)\n腾讯控股将于下周三（24日）公布2020年年度业绩。\n市场预期腾讯2020年Q4营收为1331.12亿元人民币，主要受游戏业务增长推动；净利润将录得328.93亿元。预期2020年全年营收为4811.1亿元人民币，净利润为1303.72亿元。\n投资者将关注反垄断政策对腾讯的影响，以及管理层对游戏业务、广告业务及金融科技业务的最新营运指引。\n\n游戏业务：腾讯在2019年Q4的网络游戏收入同比增长25%至302.86亿元，上一季度收入同比增长45%至414.22亿元，预计本季度游戏业务仍将录得强劲增长。考虑到收购Supercell的整合效应以及递延收入减少，市场预期腾讯智能手机游戏收入将同比增长39%，低于今年前三季度超过60%的增速。\n不过，腾讯头部游戏流水仍保持稳定。新游戏《天涯明月刀》市场反应理想，Q4流水可能超30亿元，去年12月上线的《使命召唤》也位列畅销榜前十。另外，安卓平台收入占比减少，将提升潜在毛利率和增长可持续性。\n金融科技业务：鉴于金融科技监管收紧和反垄断执法加强，金融科技公司将受到负面影响。日前，据彭博社报道，腾讯正面临监管机构在金融科技、交易方面的整顿，其金融科技业务将面临更严密的审查，可能被要求建立金融控股公司。不过，预期这并不对该业务在Q4的表现构成影响。交银国际此前发布报告称，金融科技业务受电商促销季和社区团购拉动小程序交易规模，消费支付规模增长也将出现环比上升。\n小米集团(01810.HK)\n小米集团将于下周三（24日）公布2020年年度业绩。\n市场预期小米2020年Q4营收为745.75亿元人民币，主要受智能手机业务增长推动；净利润为25.26亿元。预期2020年全年营收2477.64亿元，净利润135.31亿元。\n投资者关注小米的最新营运指引以及临时投资禁令的进一步发展等。\n\n智能手机业务：据IDC数据，小米在2020年Q4智能手机出货量同比增长33%至4330万台，市场份额同比增长2.3%至11.2%。市场预期今年小米的智能手机销售仍然强劲。考虑到去年的营销策略（网上销售模式、海外拓展等）对提升市场份额十分有效，今年小米的营销策略可能更加进取，再加上线下实体店扩张和新品即将陆续推出，有助于进一步提升市场份额。中金预期小米在2021年的智能手机出货量将达到1.95亿台，而且由于产品高端化，销售均价将增长7%。\n临时禁令影响：美国联邦法官禁止美国国防部将小米列为所谓“与中国军方相关企业”政策的生效或实施。随后，国际指数公司MSCI明晟表示，目前不会从MSCI ACWI或MSCI中国全股票指数及相关非市值加权指数或定制指数中剔除小米的B类股，将继续关注小米的后续发展。相关公告去除了一大不确定因素，解除小米面对的沽压，并暂时消除相关资金撤出的影响。\n美团(03690.HK)\n美团将于下周五（26日）公布2020年年度业绩。\n虽然到店业务持续复苏，但考虑到新投资业务可能影响业绩，以及金融投资公允价值有所变动，市场预期美团2020年Q4营收368.07亿元，净亏损16.72亿元。预期2020年全年营收1139.44亿元，净利润为54.59亿元。\n投资者关注美团最新的营运和毛利率指引，聚焦该公司拓展社区电商的投入及中长期策略，同时关注监管风险对公司的潜在影响。\n\n餐饮外卖业务：市场预期餐饮外卖整体交易额将同比增长36%至1530亿元，日均订单量增长31%至3550万张，平均单价也有5%的增长，意味着变现率将为13.8%。虽然食品快递行业持续复苏带来的溢利有一部分被冬季骑手成本增加所抵销，但市场仍预期美团餐饮外卖业务Q4营收将同比上涨35%至211亿元。\n到店、酒店及旅游业务：由于业务持续从疫情中复苏，市场预期到店、酒店及旅游业务营收将同比上升12%至71亿元人民币。\n新业务及其他：自2020年Q3起，美团大额投资于杂货零售业务，尤其是“美团优选”。市场预期，相比毛利率，公司在短期内将优先集中扩大规模以及抢占市场份额，这将拖累短期盈利能力。同时，市场也认为共享单车以及其他新投资（包括闪购、快驴等）将拖累美团业绩。市场预期新业务营收将同比增长50%至91亿元。\n投行分析\n正荣金融业务部副总裁郭家耀表示，美股周四向下，美国10年期国债收益率再创一年高位，拖累大市下跌，科技股沽压沉重，纳指收跌超3%，道指及标普500指数也从历史高位回落。市场再度关注美债收益率上升情况，投资者忧虑通胀升温将令货币政策需要作出调整。高估值的新经济股仍然受压，预料恒生指数在29500点水平有较大阻力，下方支持在28500点附近。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325091869,"gmtCreate":1615848756951,"gmtModify":1704787336997,"author":{"id":"3576052168361072","authorId":"3576052168361072","name":"摘星星的牧羊犬","avatar":"https://static.tigerbbs.com/c337dfb90aeb87b652fd01cae485ada5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052168361072","authorIdStr":"3576052168361072"},"themes":[],"htmlText":"r(･x･)???","listText":"r(･x･)???","text":"r(･x･)???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325091869","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364351946,"gmtCreate":1614817769185,"gmtModify":1704775567300,"author":{"id":"3576052168361072","authorId":"3576052168361072","name":"摘星星的牧羊犬","avatar":"https://static.tigerbbs.com/c337dfb90aeb87b652fd01cae485ada5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576052168361072","authorIdStr":"3576052168361072"},"themes":[],"htmlText":"( 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