大華繼顯:升微盟集團(2013.HK)目標價至25港元 評級上調至買入
大華繼顯發表研究報吿指,微盟集團(2013.HK)管理層對關鍵業務領域進行了全面更新,又指軟體即服務(SaaS)參與者的興趣近來備受關注,因為其同行中國有贊和兑吧的股價年初至今分別上漲了43%和11%。該行將集團評級上調至買入,目標價亦大幅調升155%至25港元。
大華繼顯指,集團管理層未來3-5年內的重點關注領域為更大的客户、全面的生態系統及全球化。其中,集團會將智能零售視為最快的主要增長動力之一,在2020-21年間按年增長200%以上,去年上半年該細分市場佔軟體即服務總收入15.1%,估計全年佔比會增至20%,今年和2025年進一步分別升至30%和50%。管理層又有意在全球擴展其銷售網絡。
集團在微信即時直播頁面上啟動購物車。進一步鞏固了集團為商户吸引更高用户流量的願望。該功能使商户能夠進行實時流媒體銷售,而商户亦可以在微信公眾號的主頁上沿著小程序標記,以吸引用户。該公司亦擴展智能零售業務,藉助社交媒體平台將商户的業務集中到雲端平台。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.