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《大行报告》大摩:微盟(02013.HK)今年来业务推展良好 重申「增持」评级
阿思达克 05-12 14:26
摩根士丹利发表报告指,微盟(02013.HK)股价昨日(11日)下跌了7%,主因同业中国有赞(08083.HK)公布的今年首季业绩逊市场预期,但该行认为市场的负面反应并不合理。

大摩表示,中国有赞增长受到快手(01024.HK)平台客户流失的负面影响,但微盟在相关方面没有太多业务敞口。另外,微盟今年首季业绩表现强劲,年初至今的经营都在轨道之上,全年指引亦维持不变。而管理层对电商SaaS行业仍有信心,预期集团可维持在智能零售业务的优势。

该行重申微盟股份「增持」评级,目标价25元。

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