Dongwu Securities (Hong Kong) research report states that OSL Group's adjusted revenue for 2025 is 534 million HKD, a year-on-year increase of 150.1%. The company has upgraded its positioning from a Hong Kong digital asset trading platform to a global stablecoin payment and trading platform, with stablecoins accounting for 60%. Revenue will be driven by stablecoin payments, fiat currency deposits and withdrawals, and B2B cross-border settlements. Profitability is expected to improve in the medium term due to increased payment share and reduced costs from channel reuse.

MeNews

2026-05-22 16:42:52

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ME News Report, May 15 (UTC+8), Dongwu Securities (Hong Kong) released the latest research report stating that OSL Group will achieve an adjusted revenue of HKD 534 million in 2025, a year-on-year increase of 150.1%. The group's strategic positioning has been upgraded from a Hong Kong digital asset trading platform to a global stablecoin payment and trading platform. The firm maintains an "Buy" rating for OSL Group, with a target price of HKD 19.5 per share. The report points out that by 2025, stablecoins will account for 60% of OSL Group's total trading volume, with business focus extending to stablecoin payments, fiat on/off ramps, and B2B cross-border settlements. Dongwu Securities (Hong Kong) states that the company's revenue growth no longer solely depends on coin prices and trading activity; stablecoin payments and global channel capabilities have become core drivers. The firm further notes that the competitive barrier for stablecoin payment business is not just transaction matching ability. OSL Group is reshaping the next-generation financial market infrastructure in the AI era with four core capabilities: banking network, global licensing system, real-time settlement, and deep liquidity. In the medium term, as the proportion of payment business revenue increases, existing channel reuse improves, and fee rates are diluted, the company's profitability quality is expected to improve. (Source: Foresight News)

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LiquidityTeaMaster

· 3h ago

Jumping from Hong Kong to the global stage, are you not afraid of pulling something with such big steps?

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CandlestickChartsUnderThe

· 5h ago

Research reports sound impressive, but actual implementation depends on regulatory approval.

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LiquidationRaincoat

· 5h ago

60% stablecoin proportion is quite intense; OSL's transition speed is much faster than I imagined.

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ReorgPanicButton

· 5h ago

Stablecoin payments + trading platform, this positioning is much more attractive than a pure exchange.

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TokenomicsTailor

· 5h ago

B2B cross-border settlements are the real deal, retail traders can't keep up with the trading volume anymore

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DustCollector7

· 5h ago

Revenue of 534 million doubles, but what about profit? The logic of reducing costs through payment channel reuse needs further observation.

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MoonlightLiquidationLine

· 5h ago

Hong Kong compliance licenses are indeed hard currency, and the global payment narrative has been opened up.

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Dongwu Securities (Hong Kong) maintains an "Buy" rating for OSL Group, with strategic upgrades to build a global stablecoin payment platform

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