《大行報告》高盛升金蝶(00268.HK)目標價至21.8元 評級「買入」
高盛升金蝶(00268.HK)目標價,由19.16元上調至21.8元,評級「買入」,目標價相等於2023年預測市銷率12倍。該行預期金蝶今年虧損較預期為小,並把明年盈利預測由600萬元人民幣上調至3,300萬元人民幣,並預計在2025及2026年各擴張5%。
該行表示,對金蝶看法正面,預期今年收入增長較去年加快,受大型企業雲方案業務加快、軟件功能改善支持平均每用戶收入及客戶數量擴張推動,業務環境亦在中國經濟重啟下整體改善。該行預期金蝶大型企業雲方案銷售在今年錄75%增長。
該行對金蝶高端產品可擴大高端客戶市佔,並維持中端市場領導地位維持樂觀看法。
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