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<Research> CLSA: KUAISHOU-W (01024.HK) Kling AI Annualized Revenue Exceeds USD300M, Poised to Become One of Global Top 3 Generative Video Models
Recommend 53 Positive 92 Negative 23 |
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CLSA said in a report that KUAISHOU-W (01024.HK)'s Kling AI is expected to deliver another surprise in 1Q26, but marketing revenue growth may slow amid intensifying competition and regulatory impact. The broker forecast 1Q total revenue to grow 2.6% YoY to RMB33.5 billion, while adjusted EBIT is expected to decline 24.2% YoY to RMB3.7 billion, mainly due to increased AI investment. The report said Kling AI's annualized revenue should have exceeded USD300 million. Continuous technological upgrades will help accelerate its commercialization and penetration into high-value video production segments. The broker believes Kling AI has the potential to become one of the top three generative video models globally and secure a position in the USD300 billion global content creation market. CLSA noted that KUAISHOU-W's current valuation is attractive, corresponding to an estimated 2027 adjusted P/E of only 11.5x. It maintained an Outperform rating with a TP of HKD68. (ha/u) Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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