凯基报告引述微盟(02013.HK)指去年数据破坏事件属一次性影响 首四月精准营销增长三位数
微盟集团(02013.HK)股价自上周五(15日)持续上升,今早(20日)最新报7.2元升5.3%,较上周四(14日)收市价5.51元已累升1.69元或31%。据凯基证券上周四(14日)发表报告指,与微盟集团管理层进行交流,就早前报道一些微盟的SaaS客户不满去年2月发生的数据破坏事件的补偿方案,公司已成立补偿基金来补偿商户,由公司及管理层各负担1亿人民币及5,000万人民币,并提出流量补偿方法。公司指补偿系统已於4月1日上线,并认为此方案能完全补足SaaS客户的损失,虽然如此,公司估计此事件将减少SaaS收益约3,000万至5,000万人民币,从而冲击今年盈利,但不至於产生长期影响。
该行亦引述微盟指,SaaS业务正从新冠疫情中复苏,并指1至4月精准营运按年增长三位数,主因线上业务(如线上教育及网络游戏)需求强劲,抵销了线下业务(如餐饮及酒店)需求疲弱的影响,及成效型广告受疫情影响的程度不若展示型广告。总体来说,由於迅速增长将增添现金流压力,公司目标2020年精准营销毛收入将按年增长60%。
而凯基证券并未给予微盟投资评级及目标价。(wl/u)
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