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牛熊異動 | 股價破新高,金蝶認購證漲30%
uSMART盈立智投 12-17 11:09

金蝶國際(00268.HK)漲超5%,股價破歷史新高,看漲衍生品金蝶瑞信一二購A(21275.HK)漲幅超30%。此前金蝶國際獲花旗調高目標價。

【金蝶國際支持10倍槓桿日內交易】

花旗發佈研究報告稱,與金蝶國際(00268)的管理層溝通後,考慮到金蝶企業資源管理(ERP)業務表現及其多元化的產品系列,繼續將其列爲內地軟件和SaaS領域的首選股,維持“買入”評級。

報告中稱,金蝶管理層重申今年全年雲收入增長50%以上的全年目標,認爲產品“金蝶雲 · 蒼穹”及“金蝶雲 · 星空”的強勁增長推動下,下半年雲業務收入增長將進一步加速,預期“金蝶雲 · 星空”及“金蝶精鬥雲”的生命週期長,成爲未來收入重點推動力。

花旗將金蝶2020至2022財年收入預測上調1%至4%,有信心雲收入複合年增長率將達56%,至2022財年達到50億元人民幣,目標價由25.5港元提升至31.6港元。

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