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富瑞:上調金蝶(0268.HK)目標價至32.63港元 評級“買入”
格隆匯 01-18 17:26

富瑞發表研究報吿表示,對金蝶國際(0268.HK)發盈警並不感到驚奇,因去年受新冠肺炎疫情影響及SaaS處於過渡期,集團估計2020年度錄虧損介乎2.5億至3.5億元(人民幣,下同),顯示去年下半年錄虧損達5800萬元,該行仍維持公司“買入”評級,目標價由30.06港元上調至32.63港元。

富瑞指,金蝶去年虧損中位數指標為3億元,高於市場估計的5600萬元虧損,而該行2021及22年的收入及盈利預測亦遠較市場預期低,富瑞料金蝶2021年錄虧損2.68億元,而市場則估計其錄盈利1.24億元,但相信金蝶有意於科創板上市,將對其股價起正面作用,料下跌空間有限。

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