郭思治: 自动系统(00771.HK)力拓欧美版图 吁分注吸看1.77元
香港股票分析师协会副主席郭思治称,笔者留意到自动系统(00771.HK)於上周五(25日)发布公告宣布其联营公司GDH收购Pitney Bowes(PBI.US)旗下的Tacit Knowledge。如果大家有留意自动系统这间公司可以知道这已经不是自动系统第一次在资本市场上有动作,集团继去年将GDI於纳斯达克分拆上市後,公司一直在拓展欧美版图上相当活跃。
关於Tacit Knowledge,这家公司於2002年成立,是一家总部位於英国的全球顾问公司,拥有十九年的国际商务经验,公司将矽谷的创新科技与专业知识应用於技术、消费品、金融和零售市场,合作夥伴中不乏 Visa、LVMH和Shimano等国际大品牌。
是次收购有助於GDH增强其数码商业能力,并借此进一步扩展交付版图至英国、欧美等地,达致业务互补。相信交易完成後,自动系统可进一步优化以亚太区为主、欧美业务为辅的双线业务布局,成功拓展全球业务网络。欧美区业务方面在新常态下令市场对云端科技的需求大增,笔者看好公司未来在云端科技上的发展。
他表示,自动系统亚太区业务面对经济冲击依然维持稳定,欧美区来自世界顶尖科技、媒体及电讯行业客户的收入升幅达40.3%,有力推进疫情後之复苏。作为香港名列前三的老牌IT公司,自动系统2020年总溢利增753.5%至8.56亿港元,创历史新高(包括一次性收益)。集团每股基本盈余升幅达795%至103.37港仙,拟派发末期股息每股3港仙,并已於2020年5月就一次性收益派发了特别股息7.3港仙,2020年度财政全年合共派息10.3港仙。建议分注吸纳,目标先上望1.77元,技术止蚀可设於1.1元。
(笔者为证监会持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.