《大行報告》里昂降明源雲(00909.HK)評級至「跑輸大市」 下調金蝶(00268.HK)目標價至18.2元
里昂發表評級報告指,數字化趨勢、政府提倡使用國產貨為替代品均是內地軟體即服務(SaaS)的核心主題,企業資源規劃的軟體即服務或較易適應;該行指,內地三大軟體即服務公司的管理層仍對今年業務展望感信心,除了明源雲(00909.HK)外,其餘大致上維持其目標不變。該行調整主要內地軟體即服務公司今年的收入及盈利預測,以反映今年上半年業績表現及展望。
該行將金蝶(00268.HK)目標價由18.9港元下調至18.2港元,維持其評級為「買入」;用友網絡(600588.SH)目標價由28.5元人民幣下調至24.6元人民幣,維持其評級為「買入」;明源雲目標價由12.6港元下調至6.6港元,將其評級由「買入」降至「跑輸大市」。(ca/u)
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