Kuaishou's Ads Business Could Face Headwinds in 2H -- Market Talk

Dow Jones

Aug 22

0325 GMT - Kuaishou Technology's ads business could face headwinds in 2H, Citi analysts say in a research note as they lower the company's 2H ads growth estimate to 13% from high teens previously. They note that unexpected tightening in online payment policies in Brazil has impacted ads spending by companies there. China's food delivery platforms have also spent less on marketing on Kuaishou's short-video app as their price wars have led to rising user traffic, they note. However, Citi expects Kuaishou's self-developed AI video-generation tool Kling to do better. It raises Kling's 2025 revenue estimate to US$125 million after it recorded more than CNY250 million of revenue in 2Q. Citi sees potential upside risks for revenue if traction becomes stronger-than-expected in 2H. Kuaishou's shares are 3.1% higher at HK$74.00. (sherry.qin@wsj.com)

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August 21, 2025 23:25 ET (03:25 GMT)

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They note that unexpected tightening in online payment policies in Brazil has impacted ads spending by companies there. China's food delivery platforms have also spent less on marketing on Kuaishou's short-video app as their price wars have led to rising user traffic, they note. However, Citi expects Kuaishou's self-developed AI video-generation tool Kling to do better. It raises Kling's 2025 revenue estimate to US$125 million after it recorded more than CNY250 million of revenue in 2Q. Citi sees potential upside risks for revenue if traction becomes stronger-than-expected in 2H. Kuaishou's shares are 3.1% higher at HK$74.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 21, 2025 23:25 ET (03:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kuaishou's Ads Business Could Face Headwinds in 2H -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKuaishou's Ads Business Could Face Headwinds in 2H -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-22 11:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0325 GMT - <a href=\"https://laohu8.com/S/KSHTY\">Kuaishou Technology</a>'s ads business could face headwinds in 2H, Citi analysts say in a research note as they lower the company's 2H ads growth estimate to 13% from high teens previously. They note that unexpected tightening in online payment policies in Brazil has impacted ads spending by companies there. China's food delivery platforms have also spent less on marketing on Kuaishou's short-video app as their price wars have led to rising user traffic, they note. However, Citi expects Kuaishou's self-developed AI video-generation tool Kling to do better. It raises Kling's 2025 revenue estimate to US$125 million after it recorded more than CNY250 million of revenue in 2Q. Citi sees potential upside risks for revenue if traction becomes stronger-than-expected in 2H. Kuaishou's shares are 3.1% higher at HK$74.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 21, 2025 23:25 ET (03:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1610","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2561417634","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2561417634","pubTimestamp":1755833100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0325 GMT - Kuaishou Technology's ads business could face headwinds in 2H, Citi analysts say in a research note as they lower the company's 2H ads growth estimate to 13% from high teens previously. They note that unexpected tightening in online payment policies in Brazil has impacted ads spending by companies there. China's food delivery platforms have also spent less on marketing on Kuaishou's short-video app as their price wars have led to rising user traffic, they note. However, Citi expects Kuaishou's self-developed AI video-generation tool Kling to do better. It raises Kling's 2025 revenue estimate to US$125 million after it recorded more than CNY250 million of revenue in 2Q. Citi sees potential upside risks for revenue if traction becomes stronger-than-expected in 2H. Kuaishou's shares are 3.1% higher at HK$74.00. 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They note that unexpected tightening in online payment policies in Brazil has impacted ads spending by companies there. China's food delivery platforms have also spent less on marketing on Kuaishou's short-video app as their price wars have led to rising user traffic, they note. However, Citi expects Kuaishou's self-developed AI video-generation tool Kling to do better. It raises Kling's 2025 revenue estimate to US$125 million after it recorded more than CNY250 million of revenue in 2Q. Citi sees potential upside risks for revenue if traction becomes stronger-than-expected in 2H. Kuaishou's shares are 3.1% higher at HK$74.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 21, 2025 23:25 ET (03:25 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}