里昂:升中軟國際(0354.HK)目標價至5.36港元 評級“買入”
里昂發表報告,上調中軟國際(00354.HK)2020年及2021年盈測5%至6%,目標價相應自5.13港元上調至5.36港元。主要由於中國5G商用化,加上華為推出新的伺服器鯤鵬,相信自華為取得之資訊科技外判業務將會增加。另外該行料中國雲端管理服務市場明年可錄得95%以上之按年增長,中軟國際因合作夥伴較多,相信可主要受惠。以上因素加上華為員工重組之問題解決後,相信中軟國際毛利率將錄得增長。維持“買入”評級。

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