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樂享集團(6988.HK)未來有望納入滬港通標的
格隆匯 12-29 22:15

就在前幾日中港兩地證監會發布聯合公吿,提議進一步擴大股票互聯互通標的範圍,促進兩地資本市場共同發展。消息一出,立刻引來兩地投資人的關注。

自2014年以來,港股通市場成交量保持上升趨勢,顯示出兩地市場相互融合,中國內地市場開放程度逐步深化。此次互聯互通擴容意味着港股標的更顯投資價值。

而港股通標的裏,樂享集團深港通持股超21%,高於市場平均比例,持續受到內地投資人的極大關注,互聯互通範圍的進一步擴大對深港通佔比較高的樂享集團來説,未來有望納入滬港通標的,將引來更多投資人的青睞。

互聯互通條件放寬,南下資金會更順暢,成交量將會明顯提升,或成為推高港股公司估值的重要動力。當前樂享集團的股價、市盈率均處於嚴重被低估的水平,且基本面穩健,投資性價比高。

樂享集團2022前三季度實現總收益24億港元,達到1.5倍的增長,在當前低迷的宏觀經濟環境下極其亮眼。特別是海外電商業務的營收規模更是實現了爆發式增長,實現營收19億港元。為了更好地拓展web3業務,樂享集團攜手保利、京東科技一起推出影視文娛數字資產服務平台"空兼"。新業務不斷在突破,原有業務隨着疫情政策的變化,目測也將迎來"春天",就在28號,國家新聞出版總署批覆了129款遊戲,騰訊、網易、字節都在其中,樂享集團的互娛營銷業務也會加速復甦,非常值得期待了。

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