《大行報告》大摩降明源雲(00909.HK)評級至「與大市同步」 目標價下調至6.8元
摩根士丹利發表報告,指明源雲(00909.HK)2022年上半年業績大致符合指引,監於下遊復甦缺乏能見度,由於資訊科技支出屬週期後性質,明源雲的復甦可能有遲滯,將其評級由「增持」降至「與大市同步」,目標價由11.8元下調至6.8元。
大摩表示,雖然仍然對房地產市場的長期數字化趨勢看法積極,但承認其早前低估了房地產市場的影響和下行的嚴重性,雖然繼續對明源雲的產品和技術充滿信心,但指出下遊情況不受該公司控制。
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