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.
野村:維持金蝶國際(0268.HK)買入平級 目標價30.7港元
格隆匯 01-03 13:33

野村發表研究報吿指,金蝶國際(0268.HK)中標在中國建設銀行(0939.HK)總行的智能財務採購項目。該行相信,隨着金蝶在大企業市場乘著國產替代和雲遷移的風潮,預期公司有望實現更可持續的SaaS增長及有更多訂閲收入,現金流表現更強勁。該行維持其“買入”及目標價30.7港元。

該行表示,這是金蝶在商業銀行行業的第一個燈塔項目,也可能是中國SaaS/ERP板塊前五強國行(集團層面,非子公司層面)的首個國產替代案例。該行認為,最近的燈塔項目標誌着金蝶和中國ERP企業在雲遷移和國內替代過程中邁出了一大步。由於內部IT架構複雜,對關鍵業務應用的穩定性和健壯性要求嚴格,以及對網絡安全和數據隱私的擔憂,商業銀行一直不願採用雲計算技術和SaaS業務模式。

該行相信,這份新合同預示着大型商業銀行可能會進一步擁抱雲端,並加快向“自主可控”系統的遷移。

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