大金融機構堅定看多360數科
繼360數科(QFIN.US)2季度財報後,各大投行紛紛發佈投資研報繼續看好360數科前景。瑞銀指出,360數科前一段時間的股價回落,是由於市場對中概股的大範圍拋售而引發的,而非針對互聯網金融行業的擔憂。目前360數科市盈率已達到行業低點,因此瑞銀認爲在目前的估值下,360數科的風險回報很有吸引力,重申買入評級,目標股價43.5美元。華興資本維持360數科買入評級,並保持43美元的目標股價。摩根士丹利也繼續維持對360數科的增持評級,認爲公司所處行業深具吸引力,給予目標股價60美元。

得益於業務多元化發展已見成效,同時公司風控水平連續多個季度保持在較高的水準,2季度,360數科保持了強勁的盈利能力。該季度,360數科總收入達到40億人民幣,同比增長20%,環比增長11%;Non-GAAP淨利潤達到16.2億人民幣,同比增長71%,環比增長15%。
與優良業績相輔相成的,是一線國際機構投資者對公司的不斷增持。根據納斯達克統計的各大機構投資人截至2季度股票持有披露看,第二大股東摩根士丹利二季度增持13.6萬股,持股價值2.17億美元;全球最大公募基金公司之一的先鋒領航投資公司增持95萬股,位列第五大股東,持股價值1.19億美元;景林資產管理公司持續增持,本季度增持80萬股,持股價值9271萬美元;而全球最大的資產管理公司貝萊德本季度持股數大幅增長142%,單季度增持205萬股,成爲增持數量最多的機構投資人,躍居成爲360數科前十大機構投資人。
多家投行指出,360數科在財報會上披露的2億美元公開市場股票回購計劃反映了公司對業務發展前景的信心,向市場釋放了積極信號。
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