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港股異動丨微盟(02013.HK)漲4.47% 上半年營收和淨利雙雙逆勢增長
格隆匯 08-18 14:56
格隆匯8月18日丨新經濟SaaS龍頭股微盟(02013.HK)漲4.47%,報11.22港元,總市值253億港元。微盟集團昨日公佈的中報顯示,上半年營收和淨利雙雙逆勢增長,經調整營收10.50億元人民幣同比增長59.9%,經調整淨利潤由同比增長77.4%至0.52億元人民幣。中金最新研報稱,基於針對營銷業務增長強勁,故中金上調今明兩年微盟經調整純利預測3.9倍和56%,料核心盈利可達到1.67和4.08億元人民幣,並上調目標價13%至14.5元,維持“跑贏行業”評級不變。瑞信升微盟集團目標價為14.1港元,維持跑贏“大盤評級”。大摩發佈報告,指出微盟集團SaaS與精準營銷毛收入超出該行預期,預計微盟SAAS智慧零售運營指標將是微盟集團的重點,大摩表示將微盟集團的評級升級為“增持”,最新目標價為12.6港元。

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