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郭思治: 自動系統(00771.HK)力拓歐美版圖 籲分注吸看1.77元
香港股票分析師協會副主席郭思治稱,筆者留意到自動系統(00771.HK)於上週五(25日)發佈公告宣佈其聯營公司GDH收購Pitney Bowes(PBI.US)旗下的Tacit Knowledge。如果大家有留意自動系統這間公司可以知道這已經不是自動系統第一次在資本市場上有動作,集團繼去年將GDI於納斯達克分拆上市後,公司一直在拓展歐美版圖上相當活躍。

關於Tacit Knowledge,這家公司於2002年成立,是一家總部位於英國的全球顧問公司,擁有十九年的國際商務經驗,公司將矽谷的創新科技與專業知識應用於技術、消費品、金融和零售市場,合作夥伴中不乏 Visa、LVMH和Shimano等國際大品牌。

是次收購有助於GDH增強其數碼商業能力,並藉此進一步擴展交付版圖至英國、歐美等地,達致業務互補。相信交易完成後,自動系統可進一步優化以亞太區爲主、歐美業務爲輔的雙線業務佈局,成功拓展全球業務網絡。歐美區業務方面在新常態下令市場對雲端科技的需求大增,筆者看好公司未來在雲端科技上的發展。

他表示,自動系統亞太區業務面對經濟衝擊依然維持穩定,歐美區來自世界頂尖科技、媒體及電訊行業客戶的收入升幅達40.3%,有力推進疫情後之復甦。作爲香港名列前三的老牌IT公司,自動系統2020年總溢利增753.5%至8.56億港元,創歷史新高(包括一次性收益)。集團每股基本盈餘升幅達795%至103.37港仙,擬派發末期股息每股3港仙,並已於2020年5月就一次性收益派發了特別股息7.3港仙,2020年度財政全年合共派息10.3港仙。建議分注吸納,目標先上望1.77元,技術止蝕可設於1.1元。

(筆者爲證監會持牌人)~

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