Core Viewpoint - Meitu Company (01357) saw a stock price increase of over 6%, reaching HKD 8.75 with a trading volume of HKD 150 million, driven by strong revenue growth in its apps [1] Revenue Performance - In September, the combined revenue of Meitu's apps (Meitu Xiuxiu, Meiyan Camera, and Wink) grew by 38% year-on-year and 1% quarter-on-quarter [1] - Overseas revenue showed significant growth, with a year-on-year increase of 56% and a quarter-on-quarter increase of 9% [1] - Domestic revenue also performed well, with a year-on-year growth of 29% [1] - For the third quarter, the global combined revenue of the apps increased by 39% year-on-year and 2% quarter-on-quarter [1] - Overseas revenue for the third quarter grew by 45% year-on-year and 14% quarter-on-quarter, while domestic revenue increased by 37% year-on-year [1] Strategic Initiatives - The company has a history of launching festive-themed AI entertainment features in its apps during holidays, which has been a successful strategy in the past [1] - With globalization becoming a key strategy, Meitu plans to introduce festive AI features in the fourth quarter, coinciding with major holidays such as Halloween, Thanksgiving, Christmas, and New Year, which is expected to drive traffic growth [1]
美图公司涨超6% 9月三大核心APP收入同比创新高 海外节日旺季迎催化