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移卡(09923.HK)反弹8% 绩後获里昂升价至78.2元
阿思达克 04-01 15:12
移卡(09923.HK)扭七连跌,股价由逾两个月低位反弹,最高见58.4元,现造57.85元,回升8%,成交增至739万股,涉资4.21亿元。

移卡上周初公布,去年纯利按年升近4.2倍至4.39亿人民币(下同),每股盈利1.45元;期内毛利率提升3.7个百分点至32.4%;总营收按年升1.5%至22.93亿元;一站式支付服务活跃支付服务商户按年增加4.5%至551.6万个,透过支付服务获取服务消费者按年增长75.5%至6.45亿人。移卡为内地领先以支付为基础的科技平台,为商户及消费者提供支付及商业服务。股份於去年6月以每股16.6元来港上市。上市前腾讯(00700.HK)持股3.93%。

里昂绩後曾将移卡目标由68.5元升至78.2元,维持「跑赢大市」评级。该行指移卡去年核心净利按年增长19.2%较该行预测低2.9%,受累於支付业务收入也较预测低12.9%。不过,公司科技服务仍有良好势头,主要受惠新的SaaS产品及广告能力较强,故看好公司长远增长。

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