野村:予移卡(9923.HK)買入評級 目標價60港元
野村發表研究報告表示,“無現金社會”將推動多年增長,首評移卡(9923.HK)買入評級,予目標價60港元。
該行表示,由於數字支付技術的安全性和便捷性,無現金成為全球支付行業的必然趨勢,並會推動多年增長。
新冠肺炎疫情大流行是向“無現金社會”邁進的另一催化劑,由於社會距離和非接觸式互動已成為常態,該行認為,隨著消費市場的擴展和數字支付技術的普及,全球支付行業有望實現多年增長, Visa和萬事達卡的支付量在去年分別按年增長6%及13%,主要是由於銀行卡交易,並認為有足夠的增長空間。除了銀行卡交易外,其他創新的支付技術,例如NFC,QR碼和應用內支付也廣泛用於離線和在線交易中。

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