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港股異動 | 明源雲(0909.HK)漲超8% 公司預計2022年SaaS業務持續高增長
格隆匯 01-20 10:02
格隆匯1月20日丨明源雲(0909.HK)快速拉昇漲超8%,報18.24港元,總市值359億港元。公司日前舉辦近況線上交流會,預計2022年SaaS業務將持續高增長,ERP業務在雲轉型的過程中,預計每年產生的訂閲制收入能夠達到此前授權+維保收入的25-30%。國信證券指出,作為房地產行業垂直軟件解決方案提供廠商,行業數字化滲透率僅為0.1%,對標海外存在較大提升空間。維持其“買入”評級。

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