資管巨頭先鋒領航集團買入赤子城科技，成最大機構投資人之一
金融終端顯示，全球資管巨頭先鋒領航集團(Vanguard Group)近期買入赤子城科技(9911.HK)，成為赤子城最大機構投資人之一。先鋒領航是引領美國指數基金髮展的資管巨頭，也是全球最大的共同基金和第二大的交易所交易基金(ETF)提供商。
作為深耕中東北非市場的頭部社交娛樂企業，赤子城科技今年業績呈現高歌猛進的態勢，市值亦持續改善，年初至11月25日升幅達92.27%，近3個月升幅28.62%。得益於優秀的業績和階段性股價表現，今年9月份，赤子城科技被納入富時全球小盤股指數(FTSE Global Small Cap)和全球完整全市場指數(FTSE All-Cap (LMS))。
據瞭解，獲納入富時GEIS指數的公司，需在上市合規、盈利狀況、公司治理等方面表現出色，且具備高流動性和高成長性。從該指數歷次成分股變動來看，公司市值變化為調整的核心因素之一，個股獲納入與其股價的階段性表現有重要關係。
天風證券發佈研究報吿表示，納入富時指數將進一步提升赤子城在國際資本市場的知名度與影響力，同時公司將獲得全球範圍內追蹤該指數的資金配置。先鋒領航集團正是在赤子城納入富時指數後跟進買入的指數基金之一，目前已成為赤子城最大的機構投資者之一。
近些年，中東北非市場正在全球範圍內吸引着投資者的目光。作為港股市場上深耕中東北非社交娛樂行業多年的稀缺標的，赤子城業績兼具穩健性和高成長性，其在全球資本市場的影響力也在持續提升。除先鋒領航集團之外，多家全球資管機構亦在今年下半年跟進買入或增持赤子城科技。
根據赤子城科技發佈的2024年前三季度營運數據公吿，公司核心社交業務保持高速增長，主要營運數據表現亮眼。截至2024年9月30日止9個月，公司社交業務總收入約為人民幣32.40~32.80億元，較2023年同期增長約60.7%~62.7%。
對比同業，公司透過「產品複製」和「國家複製」，不斷完善其全球化社交業務版圖，形成如灌木叢般的分佈式產品矩陣。其不斷湧現出的明星新品正多點開花、加固其在中東北非等重點市場上的護城河。伴隨着中東北非市場潛力的釋放、公司業務的強勁增長以及國際資本關注度的提升，赤子城科技的長期投資價值有望進一步顯現。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
