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微盟(2013.HK)大漲10%再創歷史新高 市值超500億港元
格隆匯 01-19 10:20
格隆匯1月19日丨延續近期強勢,微盟(2013.HK)今日繼續大漲,盤中一度漲10.14%至22.8港元,再創歷史新高,市值超500億港元。中信建投日前發研報稱,預計2021年微盟SaaS業務內生增速及外延併購均有望加速發展,智慧零售、智慧餐飲等領域市場空間巨大並仍處於發展初期,隨着大客化戰略的深入及更多SaaS客户的拓展,集團SaaS業務與精準營銷業務的協同性將進一步增強;維持其“買入”評價,上調目標價至26港元。美銀最新報吿引述微盟管理層對業務長線增長前景有信心,公司更制定了未來3至5年的發展策略重點,包括進入高端市場、生態系統的發展及海外市場的擴張等方面,將微盟2022-24年度盈利預測上調1.3%至3.5%,目標價由20港元上調15%至23港元。瑞信稱微盟管理層透露多項業務增長前景,包括直接面向消費者之電商業務、智慧零售業務及雲業務方面等,因此該行預期其去年度SaaS業務按年升約40%,至2021及2022年度之增速將逾40%;將其目標價由15.1港元升至24.1港元。

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