Kwai Kwai is included in the Hong Kong Stock Exchange: how to understand the medium and long-term value of fast after the share price has risen sharply?

Die without regret 2021-10-14 01:56:59

# Well quickly # recently , When we were dazzled by the financial reports of major listed companies , The news of Hong Kong stock connect has once again aroused widespread concern , In particular, the inclusion of a company in Hong Kong stock connect has triggered a heated discussion in the market , This is the short video giant Kwai Fu. , Soon after listing, it was incorporated into Hong Kong stock connect , How should we look at Kwai Fu? ?


 Kwai Chung was incorporated into Hong Kong Stock Exchange : Behind the surge in share prices , How to understand the mid long term value of Kwai Chung

One 、 Kwai Chung was incorporated into Hong Kong Stock Exchange ?

According to Zhitong Finance , Kwai Tai opened high in the morning. 7%, By the end of time , rose 7.21%, newspaper 90 The Hong Kong dollar , turnover 1.22 Million Hong Kong dollars .

On the news ,9 month 2 Japan , Shenzhen Stock Exchange announcement , according to 《 Shenzhen Stock Exchange Shenzhen Hong Kong link business implementation measures 》 Relevant provisions of , The Hong Kong stock connect stock list has been adjusted and will take effect from today , Transfer of Kwai to Hong Kong stock through Shenzhen Stock Exchange .

Not long ago, the Kwai Fu has just released its own earnings report. , Financial data shows , stay 2021 Total revenue in the second quarter of 191.4 One hundred million yuan , That's up from the same period last year 48.8%, Higher than previously expected 45.6%. among , Online marketing service is the first source of income for Kwai Chung , Compared to the same period last year 39 A strong increase of 100 million yuan 156.2% to 100 One hundred million yuan , Accounting for total income 52.1%. This quarter , Kwai further upgrade the electricity supplier strategy , Total e-commerce transactions (GMV) achieve 1454 One hundred million yuan , Twice as much as the same period last year .


 Kwai Chung was incorporated into Hong Kong Stock Exchange : Behind the surge in share prices , How to understand the mid long term value of Kwai Chung

Live broadcasting business ,2021 Second quarter , Kwai Fu income 71.93 One hundred million yuan , Account for the total income of the company 37.6%, And 2020 Compared with the second quarter of , Income and its proportion in total income decreased . Besides , Average daily active users of fast app use live penetration more than Kwai 70%. Kwai's overseas markets are active users. 2021 year 6 More than one month 1.8 Billion .

Other services including e-commerce , Kwai chin revenue grew year on year 212.9%, On 2021 Increased to RMB in the second quarter of 20 One hundred million yuan . Kwai shop , In the second quarter, the contribution rate to the total e-commerce transactions was 90.7%.

that , In this case , Kwai Chung is included in Hong Kong stocks. What should we see? ? How should we judge the medium and long-term value of Kwai Chung? ?


 Kwai Chung was incorporated into Hong Kong Stock Exchange : Behind the surge in share prices , How to understand the mid long term value of Kwai Chung

Two 、 Soon after listing, Kwai Chung was put into the hands of Hong Kong stocks. ?

First , What does it mean for stocks to be included in Hong Kong stock connect ?

Hong Kong stock connect refers to mainland securities companies entrusted by mainland investors , Through Shenzhen Stock Exchange / Securities trading service company established by Shanghai Stock Exchange (SPV), Reporting to the stock exchange , Trading of stocks listed on the stock exchange within the specified scope . Through the mechanism of Hong Kong stock connect , Mainland investors can also participate in transactions in the Hong Kong capital market , Therefore, it can be said that Hong Kong stock connect is an important form for Hong Kong listed companies to obtain more trading capital sources .

According to the conditions that listed companies are included in Hong Kong stock connect , All listed companies included in Hong Kong stock connect are generally important companies listed in the capital market , Kwai Kwai can be incorporated into Hong Kong stock market in this case, basically the capital market's recognition of the fast hand itself. . Societe Generale Securities also found , Before and after the effective date , The newly incorporated general standard of Hong Kong stocks will have obvious excess returns . From the perspective of macro environment , Kwai Tong's entry is also conducive to further enhancing the trading volume of individual stock and Hongkong market. 、 Activity level and valuation level , And can form a virtuous circle .


 Kwai Chung was incorporated into Hong Kong Stock Exchange : Behind the surge in share prices , How to understand the mid long term value of Kwai Chung

secondly , What is the Kwai's influence on Kwai Chung's involvement in the Hong Kong Stock Exchange? ? From the precedents of other technology companies included in Hong Kong stock connect , After the technology company was incorporated into the Hong Kong stock connect , Because of itself, it marks that the strength of technology companies is recognized by the capital market , In addition, more investors can participate in the company's transactions , It will often drive the improvement of overall market activity and market value .

The most classic example is , After the listing of Xiaomi, the overall market value was once at a relatively low level , However, after Xiaomi was included in the Hong Kong stock connect, the market value began to hit the bottom and rebound , The overall market investment value is gradually recognized by the market , Driving the rapid rebound of Xiaomi's share price , Xiaomi has become one of the most popular technology companies in the market . therefore , According to previous cases , We can expect that fast hand will be incorporated into Hong Kong stock market, which will have a strong effect on improving the overall market performance of Kwai Kwai. .

Third , What should we do with the future of Kwai Fu? ? Combined with fast hand was incorporated into the Hong Kong Stock Exchange and Kwai Kwai's earnings information. , We can see :

First, Kwai's user activity continues to grow. . Results show that , The two quarter , Kwai Fu application ( China Kwai master station 、 Extreme Edition 、 De duplication of the three end user dimensions of the conceptual version ) The average of DAU reach 2.932 Billion , Year-on-year growth 11.9%,DAU Average daily service hours increased month on month 7.7%. The rising level of user activity represents Kwai's strong market influence. , At present, the strong viscous users are becoming Kwai's core competitive advantages. .

Two, Kwai's commercialization liquidity is constantly strengthening. . According to the financial report, the year-on-year growth of brand advertising revenue exceeded the year-on-year growth of online marketing service revenue , The number of brand advertisers increased nearly year-on-year 4 times , From beauty 、 chemicals for daily use 、 dress 、 A large number of head customers in automobile industry and other Kwai brand promote brand promotion. . Kwai's commercial liquidity is also improving rapidly. , The growth of brand influence can help Kwai to realize commercialized development. .


 Kwai Chung was incorporated into Hong Kong Stock Exchange : Behind the surge in share prices , How to understand the mid long term value of Kwai Chung

Three, Kwai's overseas development potential is huge. . In the overseas market ,6 Overseas MAU It's over 1.8 Billion . Express Kwai ,“ This has further strengthened our determination to seize major opportunities for future growth and development of overseas markets . Overseas market is an important strategic outlet for the development of China's short video platform , Compared with other content service methods , Short video is highly accepted all over the world , The overall market development potential is very huge , And the Kwai's business of maritime business is undoubtedly also the foundation for rapid expansion. .

Experienced a period of stock price fluctuations , so to speak , Kwai Tong's involvement in Hong Kong stock market is undoubtedly far-reaching. , The trend of Kwai's future is also worth our further attention. .

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