港股異動 | 機構唱好 明源雲(0909.HK)反彈逾8% 此前自高位最大回撤超40%
格隆匯5月10日丨明源雲(0909.HK)拉昇漲8.5%,報33.8港元,總市值651億港元。該股創歷史新高後最高回撤超40%。中金髮研報指,該行於5月7日邀請明源雲管理層就公司近期業務進展與投資人進行交流。管理層表示,公司一季度經營情況符合預期,ERP與SaaS業務線均取得喜人進展,計劃下一步將推動成本模塊,以實現和總部ERP更強的聯動。中金維持2021年和2022年盈利預測不變,維持跑贏行業評級和目標價58港元(基於33倍2022年市銷率),對應86%的上行空間。

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