港股异动丨金蝶国际涨近6% 金蝶云·苍穹项目有望渗透至庞大的企业市场
格隆汇9月18日丨金蝶国际(0268.HK)涨近6%,报8.5港元,成交1.8亿港元,总市值282亿港元。大和本月发表研报,首次覆盖研究金蝶国际,予其“买入”评级,目标价9.5港元。该行表示,金蝶为中国企业资源计划(ERP)SaaS的龙头企业,在中国数字化的趋势中,国内软件需求增加,相信集团将充分利用云ERP市场的巨大潜力。大和表示,金蝶早於2014年已进入云ERP市场,喜好集团在中国ERP SaaS市场拥有稳固基础,加上其云业务收入主要包括经常性订阅费用,去年推出的“金蝶云·苍穹”应能让集团渗透至庞大的企业市场,使集团的长期收入增长更有能见度,可成估值重新评级的潜在因素。9月17日,金蝶中国总裁沈崇锋在“金蝶云全球用户大会”媒体沟通会上表示。据悉,大会将于10月19日至20日在北京举行,重点关注企业对成长的诉求。
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