《大行報告》瑞信下調金蝶(00268.HK)目標價至6.5元評級「跑輸大市」
瑞信發表研究報告,指金蝶(00268.HK)預期上半年純利將按年跌30-40%至1.02-1.19億元人民幣,較該行預期低37-46%,主要由於部分項目及收入延遲及金蝶雲Cosmic支出上升等原因所致。
該行指,管理層認為減持套現並沒有違反上市規則;新管理層對2020年銷售目標具信心;金蝶雲Cosmic業務正處於正軌,並已簽訂28份新合約。
瑞信將公司2019-2021年每股盈利預測下調28-35%,以反映上述盈警及經營開支上升的因素,目標價由8.7元降至6.5元,維持「跑輸大市」評級。
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