《大行報告》花旗:金蝶(00268.HK)盈警因素已大致反映 重申「買入」評級
就金蝶國際(00268.HK)發盈警,料去年盈轉虧蝕2.5億至3.5億元人民幣、料去年底總收入按年增長0%至3%,花旗發表報告表示,相信是金蝶國際旗下雲業務收入略為放緩,但該行認為公司相關利淡因素已反映在股價之上,該行料公司軟件即服務(SaaS)(Software act as Service)雲業務行業整合中可成贏家,重申對其「買入」評級及目標價35元。
該行指,最近與金蝶國際舉行了一次投資者電話會議,金蝶管理層將雲收入略微疲軟的部分原因歸於公司註冊更多的中至大型客戶,這可能會比較拖慢了雲業務收入。關於金蝶雲蒼穹(雲端動態領域建模系統),管理層指專注於增加模塊改進功能,並且已遷移了金蝶雲星空及/金蝶精斗雲。隨著客戶使用量的增加,料金蝶雲星空可能會保持約30%的按年增速。(wl/k)
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