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《大行報告》摩通首予明源雲(00909.HK)「增持」評級 目標價50元
阿思達克 06-01 12:05
摩根大通發表研究報告,首予明源雲(00909.HK)「增持」評級,目標價50元。報告稱,公司是內地最大內房軟件解決方案供應商,以收入計市佔近20%;料屬內房數碼轉型及快速增加SaaS應用的主要受惠者。

報告表示,料公司2020至2023年收入及純利年複合增長分別達37%及32%,料其深厚網域知識及與內房的長期合作關係將建立高准入門檻,有望成為行業長線贏家。

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