tiprankstipranks
Trending News
More News >
Kuaishou Technology Class B (HK:1024)
:1024
Hong Kong Market
Advertisement

Kuaishou Technology Class B (1024) AI Stock Analysis

Compare
93 Followers

Top Page

HK:1024

Kuaishou Technology Class B

(1024)

Select Model
Select Model
Select Model
Outperform 79 (OpenAI - 4o)
Rating:79Outperform
Price Target:
HK$82.00
▼(-4.37% Downside)
Kuaishou Technology's overall stock score reflects its strong financial performance and positive earnings call insights, which are the most significant factors. The technical analysis supports a positive trend, while the valuation is reasonable. The absence of corporate events does not impact the score.
Positive Factors
Revenue Growth
Consistent revenue growth across key segments like online marketing and e-commerce highlights strong market demand and effective business strategies, ensuring long-term sustainability.
User Engagement
Record-breaking user engagement indicates a robust platform with high user retention, enhancing the company's competitive position and potential for monetization.
AI Strategy Success
Significant progress in AI-driven innovation and commercialization strengthens Kuaishou's technological edge, supporting future growth and diversification.
Negative Factors
Rising Liabilities
Rising liabilities could strain financial resources, potentially impacting cash flow and limiting strategic investments, posing a risk to long-term financial health.
Increased R&D Expenses
Higher R&D expenses, while indicative of innovation, may pressure margins if not matched by revenue growth, affecting profitability in the medium term.
Higher Administrative Expenses
Rising administrative costs can erode profit margins and reflect inefficiencies, potentially impacting the company's ability to maintain competitive pricing.

Kuaishou Technology Class B (1024) vs. iShares MSCI Hong Kong ETF (EWH)

Kuaishou Technology Class B Business Overview & Revenue Model

Company DescriptionKuaishou Technology Class B (1024) is a leading Chinese technology company specializing in short video sharing and live streaming services. Founded in 2011 and headquartered in Beijing, China, Kuaishou operates a highly popular mobile application that enables users to create, share, and discover video content. The company distinguishes itself with a focus on community building and user engagement, catering to a wide range of content creators and consumers across various demographics.
How the Company Makes MoneyKuaishou Technology generates revenue primarily through three main streams: live streaming, online marketing services, and other services, which include e-commerce and gaming. The live streaming segment, which accounts for a significant portion of its income, involves users purchasing virtual items to gift to content creators during live streams. Online marketing services provide advertising opportunities for businesses to reach Kuaishou's vast user base through targeted ads and promotional content. Additionally, the company has been expanding its e-commerce capabilities by facilitating transactions between users and merchants on its platform, leveraging its large user engagement to drive sales. Strategic partnerships with brands and content creators further enhance its revenue-generating capabilities, while investments in artificial intelligence and data analytics optimize user experience and advertising effectiveness.

Kuaishou Technology Class B Earnings Call Summary

Earnings Call Date:Aug 21, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 25, 2025
Earnings Call Sentiment Positive
The earnings call highlighted strong revenue growth, record-breaking user engagement, and successful AI strategy execution. However, increased R&D and administrative expenses slightly dampened the overall financial outlook. The company's decision to declare a special dividend and the positive impact of AI investments on long-term growth add to the optimistic outlook.
Q2-2025 Updates
Positive Updates
Record-Breaking Daily Active Users
Average DAUs on the Kuaishou App reached a record high of 409 million in Q2, showing steady year-over-year growth.
Revenue Growth
Total revenue rose by 13.1% year-over-year to RMB 35 billion, driven by growth in online marketing services, live streaming, and e-commerce.
Improved Profitability
Adjusted net profit totaled RMB 5.6 billion with a 16% adjusted margin, marking a new high in quarterly profitability.
Special Dividend Declared
The Board declared a special dividend of HKD 0.46 per share, amounting to HKD 2 billion in total.
AI Strategy Success
Kling AI revenue surpassed RMB 250 million in Q2, showing significant progress in AI-driven innovation and commercialization.
E-commerce Growth
E-commerce GMV rose by 17.6% year-over-year to RMB 358.9 billion, driven by increased monthly average paying users and enhanced user experience.
Negative Updates
Increased R&D Expenses
Research and development expenses rose by 21.2% year-over-year, mainly due to increased investments in AI.
Higher Administrative Expenses
Administrative expenses increased by 13.3% year-over-year, mainly due to higher employee benefit expenses.
Company Guidance
During the second quarter of 2025, Kuaishou Technology reported a notable increase in key metrics, reflecting strong financial and operational performance. The company's average daily active users (DAUs) on the Kuaishou App reached a record high of 409 million, marking a year-over-year growth. Total revenue for the quarter rose by 13.1% year-over-year to RMB 35 billion, while the adjusted net profit totaled RMB 5.6 billion, achieving a 16% adjusted margin, the highest quarterly profitability to date. The company declared a special dividend of HKD 0.46 per share, amounting to approximately HKD 2 billion, signaling confidence in long-term growth prospects. Additionally, revenue from their AI segment Kling AI surpassed RMB 250 million, contributing to the overall growth. The company continued to invest in AI and reported growth in online marketing services revenue, which reached RMB 19.8 billion, driven by advancements in AI-generated content and marketing solutions. E-commerce gross merchandise volume (GMV) also experienced substantial growth, rising by 17.6% year-over-year to RMB 358.9 billion.

Kuaishou Technology Class B Financial Statement Overview

Summary
Kuaishou Technology demonstrates strong financial performance with significant revenue growth, improved profitability, and robust cash flow generation. The company's solid balance sheet and effective cash management reflect its stability and potential for future growth, despite a rise in liabilities.
Income Statement
85
Very Positive
Kuaishou Technology has demonstrated strong revenue growth with a 11.8% increase from 2023 to 2024. The company achieved a solid gross profit margin of 54.6% and a net profit margin of 12.1% in 2024. Additionally, the EBIT margin improved significantly to 12.0%, reflecting enhanced operational efficiency. These metrics indicate robust growth and profitability, positioning the company favorably within its industry.
Balance Sheet
78
Positive
The company's balance sheet shows a healthy equity ratio of 44.3% and a manageable debt-to-equity ratio of 0.35 in 2024, indicating a strong financial structure. With a return on equity of 24.7%, Kuaishou is effectively generating returns on shareholders' investments. However, the increase in total liabilities suggests a potential risk that needs monitoring.
Cash Flow
83
Very Positive
Kuaishou's cash flow statement highlights a substantial growth in free cash flow from 2023 to 2024. The operating cash flow to net income ratio of 1.94 reflects strong cash generation capabilities. Additionally, the free cash flow to net income ratio is 1.94, indicating efficient cash management and solid financial health.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue134.17B126.90B113.47B94.18B81.08B58.78B
Gross Profit73.33B69.29B57.39B42.13B34.03B23.81B
EBITDA21.01B17.74B14.59B-5.41B-71.65B-112.11B
Net Income16.14B15.34B6.40B-13.69B-78.08B-116.64B
Balance Sheet
Total Assets155.54B139.87B106.30B89.31B92.52B52.15B
Cash, Cash Equivalents and Short-Term Investments57.15B51.50B48.86B35.41B45.28B26.81B
Total Debt36.53B29.53B15.72B12.93B13.61B5.71B
Total Liabilities84.82B77.85B57.22B49.47B47.42B212.20B
Stockholders Equity70.70B62.00B49.06B39.83B45.09B-160.05B
Cash Flow
Free Cash Flow10.70B21.72B15.88B-2.42B-13.28B-3.62B
Operating Cash Flow16.38B29.79B20.78B2.20B-5.52B2.29B
Investing Cash Flow-17.95B-36.68B-19.86B-17.55B-18.36B-4.87B
Financing Cash Flow2.87B6.71B-1.36B-4.48B36.50B19.29B

Kuaishou Technology Class B Technical Analysis

Technical Analysis Sentiment
Positive
Last Price85.75
Price Trends
50DMA
76.52
Positive
100DMA
68.52
Positive
200DMA
59.21
Positive
Market Momentum
MACD
3.76
Negative
RSI
64.86
Neutral
STOCH
73.15
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1024, the sentiment is Positive. The current price of 85.75 is above the 20-day moving average (MA) of 79.48, above the 50-day MA of 76.52, and above the 200-day MA of 59.21, indicating a bullish trend. The MACD of 3.76 indicates Negative momentum. The RSI at 64.86 is Neutral, neither overbought nor oversold. The STOCH value of 73.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:1024.

Kuaishou Technology Class B Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
HK$379.58B21.0825.22%10.72%17.05%
79
Outperform
$6.15T27.6221.04%0.67%11.41%39.10%
77
Outperform
HK$382.82B12.7310.28%-1.69%42.04%
76
Outperform
HK$250.45B24.7213.99%10.25%84.17%
71
Outperform
HK$24.34B9.0710.70%6.46%0.99%14.41%
67
Neutral
€27.23B16.676.22%6.00%-7.41%-20.99%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1024
Kuaishou Technology Class B
85.75
35.23
69.73%
HK:0700
Tencent Holdings
675.00
240.00
55.17%
HK:2518
Autohome Inc Class A
55.85
-4.47
-7.41%
HK:9888
Baidu, Inc. Class A
135.00
34.00
33.66%
HK:9898
Weibo Corp Class A
99.55
29.35
41.81%
HK:1698
Tencent Music Entertainment Group Class A
89.75
42.06
88.19%

Kuaishou Technology Class B Corporate Events

Kuaishou Technology Schedules Board Meeting to Review Interim Results
Aug 4, 2025

Kuaishou Technology has announced a board meeting scheduled for August 21, 2025, to discuss and approve the unaudited consolidated interim results for the first half of the year. This meeting is significant as it will provide insights into the company’s financial performance, potentially impacting its market position and stakeholder interests.

The most recent analyst rating on (HK:1024) stock is a Buy with a HK$75.00 price target. To see the full list of analyst forecasts on Kuaishou Technology Class B stock, see the HK:1024 Stock Forecast page.

Kuaishou Technology Grants Over 7 Million RSUs to Employees
Jul 21, 2025

Kuaishou Technology has announced the grant of 7,721,137 Restricted Share Units (RSUs) to eligible employees under its 2023 Share Incentive Scheme. This initiative aims to align the interests of employees with the company’s growth and profitability, with no performance targets attached to the RSUs. The vesting period ranges from 0 to 48 months, and the company has mechanisms to recover or withhold RSUs under certain conditions. This grant is part of Kuaishou’s strategy to retain talent and encourage long-term contributions to the company’s success.

The most recent analyst rating on (HK:1024) stock is a Buy with a HK$75.00 price target. To see the full list of analyst forecasts on Kuaishou Technology Class B stock, see the HK:1024 Stock Forecast page.

Kuaishou Technology Successfully Passes All Resolutions at AGM
Jun 19, 2025

Kuaishou Technology announced that all ordinary resolutions at its Annual General Meeting on June 19, 2025, were passed by poll. The resolutions included receiving the audited financial statements, re-electing directors, authorizing the board to fix directors’ remuneration, and granting mandates for share repurchase and issuance. This outcome reflects strong shareholder support and may enhance the company’s governance and operational flexibility.

The most recent analyst rating on (HK:1024) stock is a Buy with a HK$65.00 price target. To see the full list of analyst forecasts on Kuaishou Technology Class B stock, see the HK:1024 Stock Forecast page.

Kuaishou Technology Reports Strong Q1 2025 Revenue Growth
May 27, 2025

Kuaishou Technology announced its unaudited consolidated results for the first quarter of 2025, showing a 10.9% increase in revenues compared to the same period in 2024, reaching RMB 32,608 million. Despite a slight decrease in profit for the period, the company saw growth in adjusted net profit and EBITDA, indicating strong operational performance. The domestic market remains the primary revenue driver, while the overseas segment showed significant growth. The company also reported an increase in average daily and monthly active users, as well as growth in total e-commerce GMV, highlighting its expanding user base and e-commerce activities.

The most recent analyst rating on (HK:1024) stock is a Buy with a HK$65.00 price target. To see the full list of analyst forecasts on Kuaishou Technology Class B stock, see the HK:1024 Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 21, 2025