輝立證券:維持中軟國際(0354.HK)“買入”評級 下調目標價至5.01港元
輝立證券發佈報告稱,中軟國際(00354.HK)公佈中期業績,期內收入同比上升15%,至55.4億人民幣;歸屬股東淨利潤則同比輕微上升1.5%,至3.6億人民幣。技術專業服務業務(TPG)同比上升17.8%至47.5億人民幣;互聯網資訊科技服務業務(IIG)同比則輕微增長0.7%至7.9億人民幣。毛利率同比下跌0.6%,主要因為集團為華為業務人員預先準備,導致人工成本上升。行政成本佔收入比同比上升0.9%,主要由於集團繼續加大對雲智能業務的研發投入,研發費用增加較多。經營利潤率則同比下跌1%。
在業務方面,集團進入華為消費者業務集團IT核心供應商名單,併成為華為CBG IT年度框架最優供應商,匯豐銀行業務穩步發展,覆蓋匯豐新一代個人手機銀行信用卡定製系統Apollo、匯豐個人商務銀行系統RBB等。另外,集團與金融與銀行業務穩步提 升,新增內外資銀行、民營銀行、非銀行金融機構、海外金融機構等20餘家客户。
該行表示,維持“買入”評級,下調目標價至5.01港元。
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