Kuaishou Technology: The Future Of E-Com With 3x Upside

Kuaishou Technology is undervalued due to misunderstood AI-driven evolution and temporary macro headwinds, with a ~63% stock decline since September 2025. Kuaishou’s asset-light, closed-loop e-commerce model and proprietary AI (notably Kling AI) position it for margin expansion and new revenue streams as integration matures. E-commerce segment drives resilient growth (up 17.24% HoH), with strong liquidity reserves supporting global expansion and a 4% return yield via buybacks/dividends. I assign a 'buy' rating, targeting 107.77–135.60 HKD (213–294% upside), contingent on improved overseas execution and ongoing AI-driven operational leverage.

Kuaishou Technology (HKEX HKD: 01024; HKEX RMB: 81024; OTC: KSHTY , KUASF ) - the world's 2nd-largest short-video platform . Recently, the company was disproportionately impacted by negative macro- and micro- circumstances, resulting in a stock price decline of ~63% since the September