赤子城科技(09911)尾盘涨近10%,截至发稿,涨9.26%,报6.02港元,成交额5965.94万港元。
消息面上,赤子城科技近日发布年度业绩,客户合约收入约50.91亿元,同比增加53.9%;毛利为约26.08亿元,同比增加51.4%;年内利润约7.88亿元,同比增加3.6%;经调整EBITDA为约9.63亿元,同比增加42.8%。公司首席运营官李永杰表示,目前正研发五至六个产品,其中一至两个产品的数据结果不俗,主要是在社交娱乐方面,但尚未透露推出时间表。
东吴证券表示,赤子城科技在2024年交出了一份“高增长、高壁垒、高潜力”的答卷:通过AI技术赋能社交核心业务,实现收入结构优化与区域市场突破;精品游戏扭亏为盈,验证多元化能力;全球化布局下的并购整合成效显著。其“产品灌木丛+AI引擎”的增长模式已形成正向循环,未来在社交娱乐生态的纵深拓展值得期待。2024年累计回购股票1.5亿港元,释放管理层信心。该行将2025-2026年归母净利润预测从7.1/8.0亿元上调至9.5/12.5亿元,并预计2027年为15.3亿元,维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.