Kuaishou Technology Community

SEHK:1024 Community

3 Narratives written by author
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43 Fair Values set on narratives written by author

Live Streaming And E-Commerce Strength Will Drive Future Market Expansion

Key Takeaways Adoption of advanced AI and expansion into digital goods and live e-commerce are driving higher user engagement and stronger long-term profitability. Growth in lower-tier cities and international markets, along with enhanced advertising solutions, is supporting revenue expansion and improved monetization efficiency.Read more

HK$88.98

24.3% undervalued

AnalystConsensusTarget Fair Value

Revenue

9.18% p.a.

Profit Margin

15.93%

Future PE

15.58x

Price in 2028

HK$114.34

Kuaishou Technology

Global Mobile Penetration And AI Will Fuel Digital Integration

Key Takeaways Rapid advances in AI and super-app convergence uniquely position Kuaishou for dominant monetization, operational efficiency, and industry-leading profitability across its ecosystem. Early international momentum and targeted partnerships support significant global expansion potential, driving further user growth and broadening monetization opportunities.Read more

HK$98.32

31.5% undervalued

AnalystHighTarget Fair Value

Revenue

12.99% p.a.

Profit Margin

19.07%

Future PE

13.65x

Price in 2028

HK$126.03

Kuaishou Technology

Regulatory Hurdles And Chinese App Bans Will Restrict Global Reach

Key Takeaways Intensifying regulations, user privacy concerns, and geopolitical risks threaten Kuaishou's growth, profitability, and ability to expand internationally. Evolving consumer preferences and saturated markets increase pressure on Kuaishou to innovate or risk declining user engagement and shrinking revenue streams.Read more