高盛:給予中國軟件國際(00354.HK)“買入”評級 目標價12.71港元
格隆匯5月23日丨高盛近日發佈研報稱,給予中國軟件國際(00354.HK)“買入”評級。該行認為2022 年宏觀背景下IT服務市場表現穩健,行業龍頭持續受益。高盛預測中國軟件國際(00354.HK)未來盈利目標基本不變(2023E/24E/25E CAGR 28%),結合行業同類估值及自身情況,高盛給予中國軟件國際2023年19倍PE,對應目標價12.71港元,給予“買入”評級。評級理由主要包括:1) 中國IT服務市場需求穩健增長,行業龍頭持續受益。2)不斷拓寬營收渠道,金融機構及互聯網公司等客户成為業務擴張新勢力,在華為多項業務合作線以及業務擴張新主力的加持下,基石業務預計依舊穩定發力。3)雲智能業務高速增長,收入貢獻大幅增加。
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