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《大行報告》瑞信上調中軟國際(00354.HK)目標價至15.5元 評級「跑贏大市」
阿思達克 06-18 10:58
瑞信發表報告,將中軟國際(00354.HK)2022年和2023年度的每股盈利增長預測提高2%至4%,以反映更高的收入,主要是在鴻蒙和數字化趨勢下,獲得華爲和其他大客戶。目標價由12.2元上調至15.5元,評級「跑贏大市」。

瑞信指,中軟國際對今年收入指引爲按年增長25%至30%,盈利指引爲按年增長30%,IT外判的年複合增長率爲15%,而新興業務在3年內的年複合增長率爲50%至60%。而鴻蒙的貢獻將由單位數在未來增至30至40%。另平安和騰訊是潛在的大客戶,在不久的將來會達到1億美元的規模。管理層又預計,未來將有4至5個貢獻超過1億美元的大客戶,以及來自拼多多、美團和小米等新客戶的強大潛力。該行相信,中軟國際是數碼化趨勢的主要受惠者之一,在更好的業務組合下,毛利率將會改善。

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