《大行报告》摩通首予金蝶(00268.HK)「中性」评级 目标价31元
摩根大通发表研究报告,首予金蝶国际(00268.HK)「中性」评级,目标价31元。报告称,金蝶是内地第二大企业资源规划(ERP)软件供应商,仅次於用友软体(600588.SH),以收入计市占逾10%。该行料内地ERP市场届2025年将增长逾倍,规模达730亿元人民币,收入组合将快速转向云ERP。
报告认为金蝶有良好定位,受惠於内地企业数码化转型。软件本地化趋势及公司进取云转型将有助扩大客户基础及增加市占。不过,该行料现股价已反映其SaaS服务强劲势头,另其盈利转势轨迹可见度亦不高。
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