News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
Content Sharing
<Research>CMSI Cuts KUAISHOU-W's TP to HKD76; Short-term Investment Boosts Long-term Competitiveness
KUAISHOU-W (01024.HK)'s 4Q25 total revenue grew by 12% YoY, beating market forecasts by 2%, according to a CMSI research report.By business segment, KUAISHOU-W's advertisin...
Reset
Send
The window will close in 5 seconds
<Research>CMSI Cuts KUAISHOU-W's TP to HKD76; Short-term Investment Boosts Long-term Competitiveness
Close
Recommend
19
Positive
35
Negative
17
 
 

KUAISHOU-W (01024.HK)  -1.300 (-2.814%)    Short selling $218.76M; Ratio 44.692%   's 4Q25 total revenue grew by 12% YoY, beating market forecasts by 2%, according to a CMSI research report.

By business segment, KUAISHOU-W's advertising revenue rose by 15% YoY, 2% higher than expectations, while e-commerce GMV climbed by 13% YoY, in line with market expectations. Other income surged by 28% YoY, in which Kling AI revenue hit RMB340 million, exceeding expectations by 3%.

CMSI has revised down KUAISHOU-W's non-GAAP net profit forecasts for 2026-27 by 26% and 30% respectively, primarily due to increased investment in AI, advertising, and e-commerce to enhance long-term competitiveness.

KUAISHOU-W's SOTP target price has decreased from HKD100 to HKD76 because of the reduction in the target P/E ratio for core e-commerce and advertising from 13x to 8x. The target price corresponds to a P/E ratio of 17x and 16x for 2026 and 2027. The company's rating is Overweight.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)



This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.

Auto-translated by AI

AASTOCKS Financial News

Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.