高盛:維持聯易融科技(9959.HK)買入評級,目標價15.9港幣
香港上市的供應鏈金融科技解決方案提供商聯易融科技(09959.HK)於3月29日發佈財報後,投資銀行高盛發表報吿,認為公司2021年業績符合市場預期,其中聯易融的多級流轉雲與e鏈雲業務實現了高速增長,表現尤為亮眼。高盛將繼續維持聯易融“買入”評級,目標價格為15.9港幣。
該報吿指出,聯易融2021年下半年交易總量增長61%至人民幣1,565億元,高於高盛分析師預期2%。其中聯易融主營的供應鏈金融科技解決方案業務同比增長63%,高於該行預期4%。聯易融的核心企業客户行業分佈進一步優化與分散,所服務的核心企業客户已覆蓋了18個行業,其中包括在2021年進一步拓展的信息技術、交通運輸、汽車、化工、電器等行業。
高盛報吿提到,聯易融在2021年繼續保持中國供應鏈金融科技解決方案提供商的市場領先地位,並將其所佔的市場份額由2020年的20.6%提高至21.5%。鑑於聯易融的客户在2021年較去年同期增長了81%,且有39%的新客户來自於現有客户及合作伙伴引薦,公司將在2022年繼續發揮其“飛輪效應”的獲客優勢,贏得更多客户。同時,聯易融在2022年也將繼續加速擴張海外市場。
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