《大行报告》花旗升金蝶国际(00268.HK)评级至「买入」目标价上调至9元
花旗发表研究报告,将金蝶国际(00268.HK)评级由「中性」升至「买入」,目标价由8元上调至9元。认为公司上半年业绩及管理层有关企业资源规划(ERP)言论,令该行对金蝶云EPR前景更感信心。
该行强调此前为了反映上半年盈警,损害投资者情绪才降低金蝶评级,但大部分负面消息已在股价反映出来(累跌约15%),以及云业务有潜在上升空间,故决定上调评级。花旗大致上维持金蝶2019年度盈测,达到4.03亿元人民币(下同),以及将2020年度至2021年度盈测调高2.6%至3%,至分别5.73亿元及7.53亿元。
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