赤子城科技:垂类社交出海新势力 从中东北非到全球

中金公司
23 Jun

投资亮点首次覆盖赤子城科技(09911)给予跑赢行业评级,目标价11.30 港元,基于P/E 估值法,给予14 倍25e Non-IFRS P/E,隐含25e P/S 估值2 倍。公司在社交及游戏领域推出数十款应用及休闲游戏产品,累计服务全球逾100 个国家和地区超10 亿用户,深耕中东北非市场,并积极拓展东南亚、欧美及日韩,致力于发展成全球领先的社交娱乐企业。理由如下:泛娱乐出海仍处于机遇期。...

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