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平台化轉型成效凸顯 盛業資本(6069.HK)獲券商上調目標價至11-15港元不等
格隆匯 09-02 12:38

格隆匯9月2日丨星展銀行(DBS)發佈研報,看好盛業資本(6069.HK)的平台化轉型,預期數字金融、供應鏈產業科技將帶來強勢增長動能,加上不斷擴大的多元資金渠道和日益改善的資產質量,將支持公司未來高速發展,重申盛業資本“買入”評級,並將目標價上調至11.2港元,較昨日收盤價9.64港元存在約16%的潛在上漲空間。

麥格理(Macquarie)亦發表研報,看好盛業資本供應鏈產業科技板塊的發展潛力及數字金融板塊的強勢增長動能,維持對盛業資本的“跑贏大市”評級,上調目標價至11港元。麥格理指出,盛業資本2021年下半年展望樂觀,平台規模預期持續上升,下半年淨利潤預期同比上升30%,資產質量保持穩健,產業科技板也有望帶來增長動能。

日前,安裏證券(Anli Securities)亦發佈研報上調盛業資本目標價,翻倍至15港元。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服務方面的發展潛力。

上半年,盛業資本平台化轉型效果持續凸顯。中期業績報吿顯示,截至6月30日,盛業資本平台累積客户超8,000家,同比增長72%;平台累計資產管理規模1,149億元,同比增長39%;日均總保理資產餘額52億元,同比增長22%;平台普惠撮合規模為12億元,同比增長185%。2021年上半年盛業資本海內外合作金融機構總數達到62家,同比增長82%。未來隨着盛業資本平台化轉型的價值得到釋放,其業務規模還將進一步擴大,激發公司增長動能,未來成長性將越發凸顯。

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