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《大行報告》瑞信上調微盟(02013.HK)目標價至14.3元 評級「跑贏大市」
阿思達克 08-24 09:54
瑞信發表研究報告指,微盟(02013.HK)管理層透露預期本財年智能零售業務收入可按年增長1倍,平均年度合同值(ACV)達8-9萬元人民幣,並估計品牌商的ACV將可由22.7萬上升達到50萬元人民幣。

公司又預期,智能餐飲收入明年可按年增長50%至100%,前十大客戶ACV可由11萬提升到20萬至30萬元人民幣。報告指,智能銷售品牌客戶留存率上半年達到百分之百,公司預期未來可保持在約90%水平。

上半年SaaS業務每用戶平均收入按年增長放緩至10%,惟管理層仍表示在商業數字化加速趨勢下,對全年快速增長有信心。瑞信將2021至2022年目標營銷收入預測提高4%及8%,並將每股盈利預測提高6%及10%,目標價升至14.3元,評級維持「跑贏大市」。

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