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Nomura Cuts KUAISHOU-W TP to HKD40, Maintains Neutral Rating
2026-08-21 12:01:35
KUAISHOU-W (01024.HK)'s 2Q results were in line, but the slowdown in its core businesses, including e-commerce and livestreaming, was faster than expected, Nomura said in a research report. Therefore, the broker maintained its Neutral rating on the company, but cut its TP from HKD51 to HKD40.

Based on KUAISHOU-W management's latest guidance, the company's e-commerce GMV in 2H was forecast to decline 9-10% YoY, significantly worsening from the broker's previous forecast of positive growth of 6-9%.

The broker also mentioned that the overall e-commerce market is facing macro headwinds, but believed that Alibaba Group Holding Limited (BABA.US) and JD.com, Inc. (JD.US) are more resilient during the downturn cycle.
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