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兑吧(01753.HK)今日正式派息 衝刺下半年廣告旺季增強預期
格隆匯 10-18 09:37

10月18日,兑吧(01753.HK)正式派息,派付於2019年9月17日名列股東名冊的公司股東。中期股息以港元支付,每股股份0.099541港元,此次派息佔其2018年經調整利潤的48.6%。

關於派息政策,兑吧公司十分重視對股東價值的回報,表示未來三年派息將成為常態。派息主要基於目前公司業績的持續穩定增長。2019年上半年,兑吧實現營業收入7.8億元人民幣,同比增長64.5%,調整後淨利潤1.26億元人民幣,同比增長78.2%。

截止今年上半年,兑吧經營活動所得現金流量淨流入約為2億元人民幣,期末現金及現金等價物和金融資產合計14.72億元,公司現金儲備較為充裕。另外整個公司償付能力,資本充足率狀況都非常良好。因此,在保證公司健康持續發展的前提下,兑吧將持續加大對投資者的回報。

今年上半年兑吧互動效果廣告規模優勢凸顯,上半年互動廣告業務實現收入7.69億元,同比增長66.6%,用户運營SaaS業務收入同比增長225.2%至1070萬元

規模優勢來自兑吧多年來與廣泛媒體、核心廣告主穩定的合作積累。依照行業慣例,下半年是傳統的廣告行業旺季,雙十一電商節和四季度全行業衝擊全年KPI。下半年季節性因素也將助力廣告業務的高速增長。

與此同時,消費下沉帶來的電商、金融及社會服務業等行業在低線人羣推廣獲客上大幅增加廣告預算,兑吧互動式效果廣告平台92%的受眾來自非一線城市,作為觸達下沉市場最有效的效果廣告平台之一,下半年收入增長也將繼續大幅受益於此。

據瞭解,在兑吧按照行業分類的TOP100的廣告主中有30%是電商客户,加速佈局下沉市場的資訊類趣頭條、電商類的拼多多、京東等都是兑吧重要的合作媒體或廣告主。成為兑吧廣告業務的穩定增量,下半年收入增長也將繼續大幅受益於此,通過下沉市場廣告價值的放大實現業績最大化。

考慮到公司目前的盈利能力、成長空間、行業確定性、以及未來三年派息將成為常態,在目前經濟環境下兑吧(01753.HK)仍是非常具有吸引力的投資標的。

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