由 Marshall领导的分析师团队表示，投资者对中小企业流失的担忧超过了企业业务的持续增长潜力，尤其是在平台扩张的情况下，因此他们相信明年的增长可能会出乎意料地上升。
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Morgan Stanley: upgrade ZOOM from "hold" to "overweight" with a target price of $400
Morgan Stanley analyst Meta Marshall released a report that will$Zoom Video Communications Inc (ZM.US) $The rating was upgraded from "hold" to "overweight" and the target price was raised from $360 to $400.
A team of analysts led by Marshall said investors' concerns about the loss of small and medium-sized enterprises outweighed the continued growth potential of corporate business, especially as the platform expanded, so they believed growth could rise unexpectedly next year.
Analysts believe Zoom is in a strong position in the second half of this year because of strong corporate momentum and profit resistance is "dissipating". The company's upcoming catalysts include second-quarter financial results on August 30 and Zoomtopia activities on September 13 and 14.
As of press time, Zoom rose 1.01% to US $344.08 before trading.
Macquarie: maintain XIAOMI's "outperform" rating, with a target price of HK $36.70
Macquarie published a research report that$XIAOMI Group-W (01810.HK) $There is a clear strategy for the development of the mainland market, including more offline stores, targeted products, etc., but the company believes that supply shortages are a potential risk. The bank expects XIAOMI smartphone shipments to decline quarter-on-quarter in the third quarter, but will pick up in the promotional season benefiting from the mainland and India in the fourth quarter, maintaining XIAOMI's "outperform" rating, with the target price rising from HK $34.60 to HK $36.70.
XIAOMI closed up 1.64% at HK $24.85.
Bank of America: give Kuaishou Technology a "buy" rating with a target price of HK $199
Bank of America Securities released a research report that Kuaishou Technology saw a moderate recovery in user growth in the second quarter and rebounded from April to August. The number of local monthly active users and the average daily active users are expected to increase by 7% on a quarterly basis in the third quarter. The company reiterated its long-term target of 400 million daily active users. The number of overseas monthly active users reached 180 million in the second quarter and is expected to reach 200 million in the second half of the year.
On the revenue side, the company expects risks in the industry in the second half of the year, including weaker advertising demand. The revenue forecast for 2021-23 will be lowered by 5-12%. At the same time, it will continue to invest in content, increase R & D personnel, advertising sales staff and overseas staff to increase promotion and content spending, and lower its profit forecast for 2021-23, especially this year and next year. The target price is reduced from HK $246 to HK $199, maintaining the "buy" rating.
Kuaishou Technology closed up 1.49% at HK $71.45.
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