《大行報告》花旗下調微盟(02013.HK)目標價至20元 評級「買入」
花旗發表研究報告指微盟集團(02013.HK)上半年收入和利潤表現勝預期,訂閱收入較該行預期高8%,主要是微商城的增長好過預期;商戶解決方案收入較該行預測高9%,當中受惠來自營運服務以至廣告商的收入貢獻提升。公司計劃擴大研發團隊,以更好地滲透網下市場,及滿足來自KA客戶需求,公司並計劃下半年推出其PaaS生態系統。
該行下調2021至2023年純利率預期至分別-12%、1%及8%(先前為8%/12%/15%),以反映其進取的人才擴張計劃,目標價由36元降至20元,評級維持「買入」。
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