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《大行報告》瑞銀:金蝶(00268.HK)中期虧損符預期 雲收入增長加速料市場反應正面
阿思達克 08-19 14:23
瑞銀發表研究報告指,金蝶(00268.HK)上半年收入強勁增長35%,超越市場及該行預期,虧損擴大至2.48億元人民幣,符合預期。期內毛利率收窄至62.7%,遜預期,主要由於大型企業相關外包費用增加。 期內雲業務收入按年增長55%,為總收入貢獻約66%。該行表示,基於上一次公司與投資者的對話,相信市場對其虧損有所預期,估計市場對金蝶的雲業務快速增長反應正面,維持目標價34元,評級「買入」。
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