《大行报告》花旗上调金蝶(00268.HK)目标价至37元 评级「买入」
花旗发表报告指,金蝶国际(00268.HK)股价自近期的高位已调整逾20%,认为近期集团股价下挫主要由於科技股疲弱。该行相信,集团去年收入按年可录低单位数增长,其中云收入料增长逾40%,但部分被传统软件业务收入下跌逾25%所抵销。
花旗维持金蝶股份「买入」评级,目标价由35元上调至37元,且续为香港市场首选。由於集团聚焦云端相关投资,该行调整其去年盈测至亏损2.68亿元人民币,今年则下调至收支平衡,而明年盈利料为6.9亿元人民币,并估计市场已反映大部分忧虑。
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