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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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, with stablecoin payments and global channel capabilities becoming the 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 through 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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GlassDomeObservatory
· 1h ago
Stablecoins account for 60%, which is significant; OSL's pivot seems to have caught the right trend.
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KiteAndBlock
· 6h ago
Fiat currency deposits and withdrawals + stablecoin payments, the dual-wheel driving logic is smooth.
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BugBountyBuddy
· 6h ago
Enterprise cross-border settlements drive revenue; institutional business is the real cash flow.
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