7月21日,中国领先的新消费数字科技服务商乐信(NASDAQ:LX)发布公告,宣布6000万美元回购计划。包括,董事会授权公司在未来12个月内回购不超过5000万美元公司股票;同时,CEO肖文杰计划个人出资不超过1000万美元增持公司股票。此次回购充分展现乐信管理层对公司发展的长期信心。
当前,公司利润率已连续4个季度环比大幅增长。2025年一季度利润(Non-GAAP EBIT)5.8亿元,同比增长104.7%,环比增长25.3%,创13个季度以来最高。管理层对2025年全年净利润同比大幅增长的业绩指引充满信心。公司高度重视股东回报,半年内两次提高分红比例,2025年下半年开始,分红比例将从净利润的25%提升到30%。
分析指出,若本次回购金额全额执行,叠加分红比例,乐信股东回报率将提升至约13%,达到行业中上水平。结合当前不到4倍的PE(25E)估值,乐信投资价值凸显。
责任编辑:郭明煜
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