智通财经APP获悉，招商证券国际发布研报称，将赤子城科技(09911)目标价，由7.7港元大褔调高58%至12.2港元，投资评级为“增持”。该行指，赤字城股价年初至今已上涨152%。公司先前将2025年股票回购计划加码至4亿港元，目前累计回购约1亿港元股份。目前赤子城的估值为未来12个月本益比9.6倍，PEG为0.4倍，显著低于中国网络同业平均的15倍市盈率和1.0倍PEG，以及美国同业的27倍本益比和1.4倍PEG。
招商证券预计，赤子城旗下Sugo与TopTop将维持强劲势头，其他传统产品将实现稳定的个位数增长。此外，2025年盈利可望受惠于MICO集团少数股东权益剔除后的盈利贡献(占2024年税前利润约35%)。该行预计，2025年上半年收入为28亿元人民币，年增25%;调整后净利为4.97亿元人民币，较去年同期增长92%。
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