It is noticed that $KUAISHOU-W(01024)$
it can be believed that the problem does not lie in Kuaishou’s fundamentals (in the short term, in the third quarter outlook communicated by the company last week, all indicators showed steady growth; the medium and long-term growth logic is uncertain, and this is not new. argument), so the share price drop is likely due to Friday's announcement of executive changes.
Su Hua's resignation as chairman may cause some funds to worry that executives from Su Hua and other factions will have plans to reduce their holdings. According to the latest executive shareholding data on the Kuaishou stock page on the Changqiao app, Su Hua is the largest shareholder after Tencent, with a shareholding of 9.84%. Followed by Cheng Yixiao, holding 8.81% of the shares. If Su Huazhen subsequently sells in the open market, it will indeed disturb the stock price to a certain extent. However, non-public authorization transfers are not excluded, which will not have too many transaction-level impacts.
The so-called "faction disputes" within Kuaishou have always been talked about by the market, but in fact the financial side is very disgusted with such internal friction, especially in the current fierce competition, Douyin, the industry leader, is doing well in e-commerce. The rise will inevitably further squeeze Kuaishou’s imagination space for future growth. Therefore, if after this change, the organizational structure becomes more stable and effective, internal friction is reduced, and efforts are concentrated to steadily promote its own brand e-commerce strategy according to the current commercialization rhythm, then with the traffic dividend advantage of short videos, Kuaishou’s story will also be It’s not that I can’t go on.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Nice