中金:升微盟(2013.HK)目標價至14.5港元 評級"優於大市"
中金公司發研報指,微盟集團2020年上半年收入為9.57億元(人民幣,下同),同比增長46%;收入(剔除SaaS破壞事件)為10.5億元,同比增長60%;調整後可歸屬於股東的淨利潤5400萬元,同比升79%。期內,公司定向營銷的總支出達到46億元,比該行預測高13%。
考慮到目標營銷方面的穩步提升,中金將公司2020年和2021年的收入預測提高9%和17%。同時,該行還將公司調整後的淨利潤預測分別提高391%和56%,基於其較為強勁的經營槓桿。
中金將微盟集團目標價提升13%至14.5港元,維持“優於大市”評級。

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