《大行報告》大和升金蝶國際(00268.HK)評級至「跑贏大市」 目標價維持26元
大和發表報告指,金蝶國際(00268.HK)去年股價表現是最有韌性的中國雲軟件服務商之一,相信主要由於公司高檔市場的戰略成功,支持了其在大型企業市場的增長前景。
該行預期,公司今年的催化劑包括贏得大型企業雲項目的數量超出預期;雲項目的執行快於預期,以及客戶生命周期價值(LTV)提高。
大和將金蝶國際股份評級由「持有」升至「跑贏大市」,目標價維持26元,並調升公司今明兩年收入預測1.5%至3%,以反映雲業務增長加快。
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