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《大行報告》里昂首予明源雲(00909.HK)「買入」評級 目標價32.5元
阿思達克 12-09 10:09
里昂發表報告,首予明源雲(00909.HK)「買入」評級,目標價32.5元。 報告指,作為中國房地產領域最大的軟件即服務(SaaS)供應商,其可以從開發商在經營壓力下轉向數字化中獲益,而強大的客戶關係亦是關鍵優勢,該行市場調查反饋證實公司在房地產銷售和預算IT解決方案方面的領先地位。 里昂預測,公司2021年至2023年的SaaS業務收入年均複合增長率為54.4%,企業資源管理(ERP)業務收入在2021至2023年可能提供溫和的16.2%年均複合收益率,期內整體總收入年均複合增長率將達到38.3%,並預計公司自由現金流會持續增長。
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