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Guide miss tanks shares; Is Kuaishou at $25bn a buy-the-dip?---
$KUAISHOU-W(01024.HK) sold off mainly on guidance from a small-group meeting (1Q26 & 2026), which was broadly weak and fell well short of buy-side expectations.
Management flagged pressure on top-line growth alongside higher investment, implying a sharp YoY decline in profit.1) Biggest drag: e-comm growth concerns — ads guided to low single-digit and GMV to stop being disclosed next year.
Management now expects ad revenue growth of 8-9% in Q1 and 6-7% for the full year, a marked slowdown vs. 2025. While GMV will no longer be reported next year...
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