Kuaishou 1Q25 Results: FY25 Outlook Remains Intact
What’s new: Kuaishou’s reported 1Q25 results that were largely in-line with consensus and our expectations. OMS could return to double-digit growth, while e-commerce GMV growth could remain resilient as Kuaishou continues to provide traffic support to high quality merchants. AI monetization could continue to progress well driven by a higher subscriber base for Kling AI. We maintain our PT at HKD70.Analysts:
Jin Yoon
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