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港股异动 | 微盟集团涨5% 公司SaaS产品获券商看好予以买入评级
格隆汇 09-03 14:07
格隆汇9月3日丨微盟集团(2013.HK)现涨5.01%,报4.4港元,暂成交8565.4万港元,最新总市值100亿港元。公司上月28日披露中报,中信建投研报指,期内,公司SaaS产品收入2.19亿元,同比增长41.1%,主要得益于付费商户数量和APRU的增长。随着公司SaaS新产品的推出、APRU的增长、客户流失率的进一步下降,预计2019财年SaaS收入有望同比增长45%。目前国内SaaS处在快速发展阶段,公司作为国内领先的中小企业云端商业及营销服务提供商,随着SaaS服务能力不断增强与产品的多元化发展、客户流失率持续走低、与腾讯及其他去中心平台的深入合作,SaaS及精准营销业务均有广阔的发展前景。预测2019-2020年公司经调净利1.1亿元、1.7亿元。采用SOTP估值法,对应合理目标价6港元,看好公司中长期的发展,给予买入评级。
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