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安裏:上調盛業資本(6069.HK)目標價 翻倍至15港元 存近60%的潛在升幅
格隆匯 08-30 19:04

安裏證券今日發佈研報,看好盛業資本(6069.HK)在供應鏈數字金融及供應鏈產業物聯網SaaS服務方面的發展潛能,維持盛業資本 "買入"評級,並上調目標價,翻倍至15港元,較今日收盤價9.38港元存近60%的潛在升幅。

盛業資本(6069.HK)是一家領先的供應鏈金融科技平台,通過其"雙驅動+大平台"戰略,以供應鏈產業科技和供應鏈數字金融作為雙輪驅動,相互賦能,深度綁定供應鏈生態,構建一站式供應鏈金融科技平台。

在這個平台化的雙輪驅動之下,盛業資本基本面保持穩健,保持較強的盈利能力,業務規模也保持強勢增長。2021年上半年,集團扣除相關普通級投資公允價值變動收益後的經調整淨利潤增長到1.44億元;截至2021年6月30日,集團累計資產管理規模同比增長39%,平台累計用户數量同比增長72%至8200多家,平台日均總保理資產餘額也同比增加22%到52億元 。

今年以來,盛業資本在國內基建、醫療等高潛力領域不斷擴張,與消費醫療行業頭部企業領建達成戰略合作之後,更聯手騰訊投資了基建行業的SaaS供應商夢誠科技,利用產業物聯網科技賦能構建生態,為供應鏈提供一站式SaaS和金融科技解決方案,實踐普惠金融,高效幫助解決供應鏈生態系統中中小企業的融資需求和難題,發展潛力和動能極強。

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