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大行評級|摩根大通:維持連連數字“增持”評級 核心業務保持盈利
摩根大通近日發表報吿,維持連連數字“增持”評級,目標價為12港元。研報指,連連數字公佈了強勁的2024年上半年業績,總收入同比增長40%至6.17億元,這得益於強勁的TPV(總支付額)增長。期內全球支付及境內支付收入分別同比增長22%和118%,TPV分別同比增長35%和130%。該行認為,其全球支付業務正步入正軌。該行相信,連連數字作為中國不斷崛起的跨境電子商務市場的基礎設施服務提供商,在不確定的宏觀環境下,仍提供了一個少見的結構性增長故事。鑑於該公司在全球支付市場的穩健發展,該行仍然看好其表現。
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