港股异动|微盟集团大涨7.44%获纳入恒生综合指数中信唱多
格隆汇8月19日丨微盟集团(2013.HK)大涨7.44%,报3.61港元,成交893万港元,总市值82亿港元。8月16日,恒生指数公司宣布截至2019年6月28日恒生指数系列季度检讨结果,共24只股加入恒生综合指数,其中包括微盟集团,变更将于9月9日(星期一) 起生效。此外,中信证券近日发布研报称,公司为微信生态头部服务商,背靠腾讯流量生态,SaaS业务将长期受益于社交电商及新零售行业发展。同时,公司精准营销业务有望持续受益于腾讯社交广告的发展,为公司带来稳定的业绩及现金流。采用SOTP估值法,给予公司SaaS业务15x P/S估值,精准营销20x P/E估值,首次给予微盟集团“买入”评级,目标价6港元。
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