《大行報告》大和下調明源雲(00909.HK)目標價至6元 評級「持有」
大和發表報告指,明源雲(00909.HK)上半年收入及盈利表現較預期差,主要受到宏觀經濟放緩及疫情相關破壞影響,預期需求復甦周期的不明朗性將延續至今年下半年。
大和表示,內地房地產行業削減數碼化支出,或令其預測有進一步下行風險,該股亦缺乏近期股價催化劑。
該行下調明源雲今年至2024年收入預測12%至19%,明年及2024年盈利預測則調低22%至77%,股份目標價由10元降至6元,評級維持「持有」。
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