港股异动 | 盛业(06069)再涨超4% 全年纯利增超42%超出预期 轻资产模式得到进一步验证

智通财经
26 Mar

智通财经APP获悉,盛业(06069)再涨超4%,绩后累计涨幅接近40%。截至发稿,涨4.4%,报13.28港元,成交额9006.72万港元。

消息面上,盛业近期发布年度业绩,营收9.19亿元人民币,同比减少4.6%;归母净利润3.8亿元,同比增长42%。派末期息34.7分,派息率接近90%,同时公司亦考虑2025年年内派发特别股息。天风证券认为,公司在24年无锡国金出表的影响下,还能实现42%左右的净利润提升,说明公司新的平台化发展战略已证明成功,未来将继续长耕在平台化发展战略的大方向上,实现业绩的快速增长。

东吴证券则表示,考虑到公司所服务核心企业信用较高,新兴行业有望驱动未来持续的高增长,且平台收入占比持续提升,带来整体经营质量提升。看好公司深耕供应链金融及金融科技服务,带来业绩持续快速增长,参考行业平均估值情况以及公司利润增长预期,给予公司2025年归母净利润25倍PE,对应目标价为14.5港元,首次覆盖,给予“买入”评级。

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