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《大行报告》摩通首予明源云(00909.HK)「增持」评级 目标价50元
阿思达克 06-01 12:05
摩根大通发表研究报告,首予明源云(00909.HK)「增持」评级,目标价50元。报告称,公司是内地最大内房软件解决方案供应商,以收入计市占近20%;料属内房数码转型及快速增加SaaS应用的主要受惠者。

报告表示,料公司2020至2023年收入及纯利年复合增长分别达37%及32%,料其深厚网域知识及与内房的长期合作关系将建立高准入门槛,有望成为行业长线赢家。

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