《大行報告》美銀證券下調微盟(02013.HK)目標價至20元 評級「買入」
美銀證券發表研究報告,指微盟集團(02013.HK)上半年收入表現(剔除SaaS破壞事件)勝預期,主要產品表現強勁,反映需求穩健和管理層的執行力。雖然智慧餐飲收入受行業轉弱所影響,但符預期,訂閱解決方案收入毛利率亦勝預期,相信可有繼續增長的空間,目標價由23元降至20元,以反映高政策風險及中資科技股重估,重申「買入」評級,看好其定位及未來增長機會。
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