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富瑞:予用友網絡(600588.SH)買入評級 目標價55.07元
格隆匯 01-05 13:50

富瑞發表研究報吿表示,用友網絡(600588.SH)創始人及董事長接任總裁職位,旨在加速雲遷移進程、抓住中國數字化和本地化的窗口期。該消息利好用友,但對金蝶(0268.HK)略為不利,對SAP和甲骨文等外國公司負面影響更大,予用友目標價55.07元人民幣,買入評級。

富瑞表示,王文京兼任公司總裁表明公司認識到需要更快提升競爭力,縮小跟金蝶的差距,亦指要開發出跟金蝶可比的產品,用友可能需要兩年時間,用友將聚焦公共雲開發,進一步的舉措將包括,首席技術官輪值及其他人事變動、加大研發投資、剝離非ERP業務及整合產品線、在金融等關鍵領域併購等。

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