《大行報告》大摩上調微盟(02013.HK)目標價至12.6元 評級「增持」
摩根士丹利發表研究報告,預期微盟(02013.HK)中期業績表現穩健,軟件即服務(SaaS)收入料錄按年增長37%,其中新增客戶及每戶平均收入皆上升;目標式市場推廣業務料收入增長134%,主要受惠其主要社交媒體廣告合作夥伴騰訊、字節跳動快速提升市場份額。
該行亦繼續看好公司透過智慧零售服務進入中大型企業市場的舉動,將可加快收入增長並同時改善客戶全生命週期價值對客戶獲取成本(LTV/CAC)的比率,若進展順利將有助股份獲得重估,維持「增持」評級,目標價由7.4元升至12.6元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.