《大行報告》花旗上調金蝶(00268.HK)目標價至37元 評級「買入」
花旗發表報告指,金蝶國際(00268.HK)股價自近期的高位已調整逾20%,認為近期集團股價下挫主要由於科技股疲弱。該行相信,集團去年收入按年可錄低單位數增長,其中雲收入料增長逾40%,但部分被傳統軟件業務收入下跌逾25%所抵銷。
花旗維持金蝶股份「買入」評級,目標價由35元上調至37元,且續為香港市場首選。由於集團聚焦雲端相關投資,該行調整其去年盈測至虧損2.68億元人民幣,今年則下調至收支平衡,而明年盈利料為6.9億元人民幣,並估計市場已反映大部分憂慮。
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