完胜竞争对手 CTOS数字(CTOS,5301,主板科技组)盈利成长超全球同行
●CTOS数字(CTOS,5301,主板科技组)在大马市场占有率高达71.2%,加上东盟信贷报告市场前景亮丽,丰隆研究看好该公司2021-2022年盈利成长超越全球同侪,给予“买进”评级。
丰隆研究表示,IDC预测东盟信用报告行业中2021至2025年的年均成长率达10.8%,从107亿令吉增长至161亿令吉。
CTOS数字在1992年成立以来,将其资料库整合至一些认购其信贷报告服务金融机构的系统。
该公司30年来为国内银行和金融机构提供服务,广泛的产品和数字解决方案,加上评分系统,提供一站式的数字解决方案给零售和商业银行的日常营运。
该公司多年来已经和客户发展出长期关系,包括银行、电讯公司和其他机构客户。
该行认为,CTOS的产品和服务已经成为客户业务流程不可或缺的一部份,使他们难以切换到另一个竞争对手提供的解决方案。
该公司约75%关键客户的收入本质上是经常性的,CTOS自2017年便留住100%的关键客户,首5大客户是长期客户,为期从12到19年不等。
丰隆给予CTOS数字“买进”评级,目标价2令吉45仙,相等于2022财政年的74倍本益比,比全球同侪的34倍本益比有更高溢价。该行相信此估值溢价是合理的,因为预期该公司成长比同侪更快,2021-2022年每股盈利成长27%和26%(全球同侪平均成长12%和10%)。
https://www.sinchew.com.my/20211217/%E5%AE%8C%E8%83%9C%E7%AB%9E%E4%BA%89%E5%AF%B9%E6%89%8B-ctos%E7%9B%88%E5%88%A9%E6%88%90%E9%95%BF%E8%B6%85%E5%85%A8%E7%90%83%E5%90%8C%E8%A1%8C/
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