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《大行報告》野村上調金蝶(00268.HK)目標價至32.5元 評級「買入」
阿思達克 03-01 11:13
野村發表研究報告指,金蝶(00268.HK)的雲端業務發展戰略清晰,具可持續增長前景,預期近期被拋售後估值吸引,重申「買入」評級,目標價由22.2元升至32.5元。

報告指出,金蝶的股價自農曆新年後已回調逾20%,對比同期恆指下跌4%,認為目前估值具有吸引力。該行認為,金蝶在業務遷移至雲端的經驗可應用於內地企業數字化趨勢,預期2020至2021年雲業務收入可按年增長45%及46%,預期今年收入有約七成都來自雲端業務。

該行將2020至2022年收入預測下調約3%至10%,以反映疫情下雲端收入增長略有放緩,並將盈利預測由分別錄得淨利潤4,000萬及1.88億元人民幣,下調至淨虧損2.99億及9,200萬元人民幣,以反映雲端遷移加速所帶來的影響。

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