2024年10月2日,挚文集团(原陌陌集团)在盘前大涨5.34%,引发了市场关注。分析人士认为,这一涨幅主要源于两个方面的影响。
第一,挚文集团的财务状况和资金面依然较为稳健。截至上半年,公司仍有近80亿元的现金和类现金资产。尽管业绩连年下滑,但公司没有债务压力,且每年能够维持10亿元以上的自由现金流。另外,公司一直保持较高的分红支出,目前约8%的股息率对投资者十分有吸引力。同时还有大规模的股票回购计划在实施中。这些都为股价提供了一定支撑。
第二,投资者对公司在海外业务的增长抱有期望。挚文集团正通过推出新的社交应用、强化本地化运营等手段力推海外业务。最新的季度数据显示,公司海外业务收入同比增长36%,已成为支撑整体业务的重要力量。如果海外市场能够有所突破,将为公司带来新的利润增长点。
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