《大行報告》野村上調金蝶(00268.HK)目標價至22.2元 評級「買入」
野村發表報告表示,即使受到新冠肺炎疫情的影響,金蝶國際(00268.HK)之ERP業務維持穩健,更相信受惠於越來越多客戶採用其雲服務以及持續的國內替代,料未來幾年可持續增長;同時公司已準備好迎接工業互聯網的浪潮。
該行下調其2020至2022年度銷售預測3%至7%,以反映疫後業務將錄溫和增長,但升其毛利率預測及下調2023年後之經營開支預測,目標價由21.6元升至22.2元,維持「買入」評級。
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