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《大行報告》中金降聯易融-W(09959.HK)目標價至14元 重申「跑贏行業」
阿思達克 10-18 14:53
中金髮表報告指聯易融-W(09959.HK)公佈第三季運營數據,整體交易量785億元人民幣(下同),按年升48%,按季升60%,其中供應鏈金融科技解決方案處理的交易量740億元,按年升46%,按季升55%,9月單月更是突破300億元,帶動公司首三季整體交易量按年升42%至1,804億元。 報告稱,聯易融客戶數量快速增長且持續保持高質量。資產證券化業務交易量開始大幅回升。多級流轉、e鏈、國際業務增長依舊強勁。中金看好公司行業龍頭地位持續鞏固。考慮公司持續加大研發和營銷投入,下調2021及2022年盈測20%及15%,至分別3億及4.9億元。以明年預測市盈率57倍計,目標價降12.5%至14港元,維持「跑贏行業」評級。
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