Kuaishou Technology (SEHK:1024): Reassessing Valuation Following the Kling O1 Multimodal AI Breakthrough

Kuaishou Technology (SEHK:1024) just put Kling O1 on the map, pitching it as a unified multimodal creation engine that could reshape how film studios, advertisers, and e commerce brands approach AI driven video production.

See our latest analysis for Kuaishou Technology.

Despite the modest 1 day share price return of 0.88 percent and some recent consolidation, Kuaishou’s year to date share price return of about 70 percent and 1 year total shareholder return of roughly 43 percent suggest momentum is still constructive, if more selective.

If Kling O1 has you rethinking what AI enabled platforms can do, it could be a good moment to scout other high growth tech names through high growth tech and AI stocks.

With Kling O1 now live, accelerating revenue and earnings, and the stock still trading at a material discount to analyst and intrinsic estimates, is this genuine upside optionality for investors, or has the market already discounted tomorrow’s growth?

Most Popular Narrative Narrative: 22.5% Undervalued

With Kuaishou closing at HK$68.95 against a narrative fair value near HK$88.98, the valuation case leans on compounding earnings power and disciplined discounting assumptions.

Diversification into higher-margin business streams such as AI-powered services (Kling AI), digital goods, and live e-commerce is creating new revenue pools and supporting an uplift in blended net margins and overall profitability.

Read the complete narrative.

Curious how steady double digit growth, rising margins, and a recalibrated future earnings multiple still point to upside from here? See how the full narrative connects these moving parts into one coherent valuation roadmap, and which specific profit trajectory underpins that HK$88.98 fair value call.

Result: Fair Value of $88.98 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, intensifying competition and unpredictable regulatory shifts in China could quickly compress margins and derail the upbeat earnings and valuation trajectory.

Find out about the key risks to this Kuaishou Technology narrative.

Build Your Own Kuaishou Technology Narrative

If you see the story differently or want to stress test the assumptions with your own inputs, you can build a tailored view in minutes: Do it your way.

A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding Kuaishou Technology.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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