Shulou(Shulou.com)11/24 Report--

On September 12, South China increased its holdings of 119500 shares of easy Point Cloud (02416.HK). So far, southbound Capital holds 240500 shares of 02416.HK, accounting for 0.03 per cent of the company's issued common shares. The company has gained more attention than ever since it was awarded the Hong Kong Stock Connect list on September 4.

According to the semi-annual report released in August, the number of active customers has exceeded 45000 and reached 1.15 million in service equipment after growing in the first half of the year.

The capital market can increase the holding of easy point clouds at this node, which must be optimistic about the market prospect of easy point clouds. Why is the market optimistic about easy point clouds? To answer this question, we need to combine the current situation of the Hong Kong stock market and go deep into the company's business model.

I. the buying points of Hong Kong stocks

Southbound capital has been very active since August, not least because the Hong Kong stock market has reached a historical bottom.

The falling Hong Kong stock market has opened up enough room for a rebound. This rebound is not just "the possibility of coming", but already has high visibility.

Citic Securities believes in its latest research report that factors such as the gradual introduction of policies to stabilize economic growth in mainland China have become the biggest upward force for Hong Kong stocks in September, while the lagging effect of monetary tightening in the United States is expected to further increase the allocation value of Hong Kong stocks.

Guojin Securities said that the Hong Kong stock market is currently at the bottom of the region, considering that Hong Kong stock liquidity will benefit from both overseas and mainland monetary policy expected trend improvement.

In Hong Kong stocks, there are also some low-valuation, high-growth high-quality targets, with long-term investment value, these stocks are southward capital flows, and in these targets, easy point cloud must be one of them.

Second, the undervalued "office cloud"

The outside world's understanding of the easy point cloud is full of deviation, and there is a phenomenon of partial generalization.

Some people see it as a SaaS company, and some people see it as an office equipment rental company.

In fact, these perceptions are only part of the business of understanding easy Point Cloud.

Providing basic hardware equipment to enterprise customers is only the first step of easy point cloud service. IT service provided by easy point cloud based on IT equipment is the second step and the most important business of easy point cloud, and it is also a more growing part of easy point cloud. Because as far as traditional computer suppliers are concerned, their one-stop IT service for enterprises is still in a blank period.

Why is one-stop IT service more growing? On the one hand, one-stop service is the general trend of the enterprise service industry, and more and more enterprises need to reduce costs and increase efficiency through one-stop service. on the other hand, one-stop service makes easy point cloud have stronger customer stickiness than computer manufacturers. the development flexibility to grow together with enterprises. These are simple office equipment rental is difficult to include.

It is understood that enterprises such as Yuanqi Forest are easy point cloud customers in the start-up period, from small and medium-sized enterprises to medium and large enterprises, Yuanqi Forest is still the customer of easy point cloud, witnessing the flexibility of the development of easy point cloud. It is impossible for a simple hardware supplier to have such high customer viscosity.

In a sense, the cloud service capability of the "office cloud" of easy Point Cloud is its core and important place. What the one-stop service brings to Chinese small and medium-sized enterprises is a brand-new IT service experience, which also means that easy Point Cloud has the ability to achieve a complete change in the IT business service market in the future, which is also where the market prospect of easy Point Cloud lies.

In addition, there is the perceived easy-to-point cloud SaaS business, as the second growth curve of the forward-looking layout of easy-point cloud, this diversified growth layout also continues to add to the company's market potential.

The influx of southward capital has confirmed the far-reaching market potential of easy Point Cloud, and other answers only need to wait patiently for time to verify.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.