You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
小摩:看看這三隻明年會加速增長的美股

摩根大通分析師Sterling Auty表示,利率環境上升可能會壓縮軟件股的估值,並表示自2019年以來,由於其股價已創下歷史新高,利率對軟件估值的影響更大。Auty補充道,美聯儲加息和相應的10年期國債收益率上升都可能對2022年的軟件股收益率產生負面影響。

對於軟件股估值增長的關鍵,Auty認爲,軟件估值的首要決定因素是增長,尤其是在當前市場上。其補充道,增長率能否維持在可容忍的水平以支撐估值,仍是個問題,並指出DocuSign(DOCU.US)就是個例子,當增長突然放緩時,該股股價下跌42%。

此外,Auty還列舉了三隻在2022年有望加速增長的軟件股,分別是Zoom視頻通訊(ZM.US),Procore Technologies(PCOR.US)以及Intapp(INTA.US)。

Auty表示,Zoom視頻通訊將扭轉形勢並加速增長,尤其是在2022年下半年。

然而,Procore Technologies正在幫助推動建築行業的數字化轉型。該分析師補充稱,隨着建築業回暖,該公司營收增長可能出現改善。

對於Intapp,Auty表示該公司的雲計算轉型正全面展開,最近一個季度的雲計算年度經常性收入(ARR)增長達到56.5%。另外,在2022財年剩餘時間裏,該股還有很大的上漲空間。值得注意的是,即便有這樣的增長,Intapp的股價仍遠低於同行。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account