《大行報告》美銀證券下調中軟國際(00354.HK)目標價至12.3元 評級「買入」
美銀證券發表報告表示,中軟國際(00354.HK)前景理想,加上目前估值具吸引力,重申「買入」評級,但因行業監管不確定性,該行對其目標價由15元降至12.3元。
該行認爲,中軟國際是快速增長的本土IT行業的主要受益者,預計2022年至2025年,每股盈利年複合增長率平均爲31%,對比過去3年爲21%。惟中國科技行業持續的監管不確定性已經對估值產生不利影響,短期內仍將是一個懸念。
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