《大行報告》大和上調360數科(QFIN.US)目標價至30美元 評級「買入」
大和發表報告指,360數科(QFIN.US)指今年1月客戶還款有顯著改善,可能是季節性及經濟改善而帶動,公司維持去年撥備覆蓋率逾400%以上,並有機會今年上半年情況相若,而基於業務數據和宏觀數據,公司或會其後放寬聘請外部顧問的規定。
該行表示,將公司在2022年至24年的撥備前利潤預測下調3%至8%,而其淨利潤預測則下調2%至7%,主要是該行對新債務增長前景持保守看法,惟將其目標價由24美元上調至30美元,重申「買入」評級。(ca/s)
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