《大行报告》瑞银上调微盟(02013.HK)目标价至24.3元 评级「买入」
瑞银发表报告表示,预期微盟(02013.HK)今年度SaaS收益增长加快,主要受惠於智慧零售/餐饮业务的强劲增长,加上整合上海海鼎全年收益贡献;而公司去年下半年SaaS增长亦符预期,料今年度收入增幅达68%。
该行又指,由於其多渠道流量策略以及其在微信视频帐户中的业务潜力,对其商户解决方案的增长前景保持乐观,更认为市场对其去年度业绩反应过度,该股股价昨跌18%。该行维持其「买入」评级,目标价由24元升至24.3元。
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