會否考慮美國上市 雷蛇(01337.HK):續探討不同機遇為投資者解鎖價值 冀增長及盈利持續
雷蛇(01337.HK)創辦人陳民亮出席業績發布會時指,公司2020年實現扭虧,去年收入亦創新高達12億美元,受惠硬件利潤改善及高利潤的服務收入貢獻增加,期內毛利率改善至22.3%。展望2021財年及以後,他期望可繼續錄強勁增長並持續盈利。
被問到公司會否考慮在美國上市,他形容雷蛇有獨特的生態系統,亦不時聽到有人希望公司能在美國上市,他指出公司會探討不同機會,強調雷蛇具長遠視野,會探討不同的可能性如雙重上市等,為投資者解鎖價值,同時亦會留意美國市場機遇。
展望今年,他指出公司將繼續推新的硬件產品,同時將透過軟件用戶增長及投資於高增長的服務業務,以推動收入增長表現。在盈利能力方面公司將繼續改善硬件毛利率,同時會嚴控經營開支,並加大硬件及服務業務的收入貢獻,以支持持續盈利。他透露公司現時無負債,而手頭現金將用於投資新硬件研發及新服務開發,並會用於股份回購、投資或併購活動等。
他指出基於現時手上的數據,留意到即使部分地方經濟重啟後遊戲活動仍然持續向上,相信升勢未來一段時間仍會持續,並帶動周邊設備表現。被問到會否投資於家電或多士爐等,他指出公司經常留意新的策略投資機遇,例如是上市初期已決定投資服務業務,現時公司已是區內最大的金融科技公司之一,理解到用家對家電亦有興趣,他認為會密切研究,至於會否應網民要求推出多士爐他就未有正面回應,僅指假如產品準備好就會推出。
在金融科技方面,Razer Fintech行政總裁李立民認為未來仍有很大增長空間,亦會繼續推動商戶加入並開發具增長潛力的地區。早前公司失落新加坡虛銀牌照,李立民指公司不只聚焦於單一市場,短期公司仍會聚焦於將用戶基礎轉移至支付市場。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.