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《大行報告》麥格理削明源雲(00909.HK)目標價至8.73元 降至「中性」評級
阿思達克 07-13 11:42
麥格理發表研究報告指出,市場對內地6月份房屋銷售反彈過分樂觀,根據該行團隊的渠道調查,專家料今年下半年內房銷售僅出現疲弱的L型復甦或企穩,主要來自高線城市,但低線城市銷售可能仍然放緩。而明源雲(00909.HK)在中國房地產市場的收入佔比超過九成,該行對其收入增長預測變得更為謹慎。 該行將明源雲2022及2023財年收入預測下調17%及24%,以反映企業資源規劃(ERP)銷售按年跌35%及9%(之前預期為跌11%及1%),以及軟件即服務(SaaS)銷售增長僅22%及23%(之前預期為42%及35%)。目標價由15.25元降至8.73元,評級由「跑贏大市」下調至「中性」。
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