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移卡(09923.HK)反彈8% 績後獲里昂升價至78.2元
阿思達克 04-01 15:12
移卡(09923.HK)扭七連跌,股價由逾兩個月低位反彈,最高見58.4元,現造57.85元,回升8%,成交增至739萬股,涉資4.21億元。

移卡上周初公布,去年純利按年升近4.2倍至4.39億人民幣(下同),每股盈利1.45元;期內毛利率提升3.7個百分點至32.4%;總營收按年升1.5%至22.93億元;一站式支付服務活躍支付服務商戶按年增加4.5%至551.6萬個,透過支付服務獲取服務消費者按年增長75.5%至6.45億人。移卡為內地領先以支付為基礎的科技平台,為商戶及消費者提供支付及商業服務。股份於去年6月以每股16.6元來港上市。上市前騰訊(00700.HK)持股3.93%。

里昂績後曾將移卡目標由68.5元升至78.2元,維持「跑贏大市」評級。該行指移卡去年核心淨利按年增長19.2%較該行預測低2.9%,受累於支付業務收入也較預測低12.9%。不過,公司科技服務仍有良好勢頭,主要受惠新的SaaS產品及廣告能力較強,故看好公司長遠增長。

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