金蝶(00268.HK)午後續跌逾4%創一個月低 上周獲麥格理升目標價68%至24.83元列行業首選
金蝶國際(00268.HK)兩連跌,今日(13日)輕微低開0.1%後,早市跌幅擴大,最低見16.18元。午後開市初段報16.22元,觸及一個月低,跌4.6%,成交914.03萬股,涉資1.51億元。
麥格理上周發表報告,指受惠板塊估值重評,上調金蝶目標價68%至24.83元,評級「跑贏大市」,列中國軟件股首選。該行料金蝶去年末季強勁投標活動將驅動今年強勁收入勢頭。該行料金蝶今年收入增約30%,盈利能力改善。
報告料金蝶去年淨虧損4.6億元人民幣,今年料收窄至淨虧損2.5億元人民幣,明年料扭虧為盈。麥格理稱,去年10月底「二十大」為板塊催化劑,因市場憧憬軟件本地化將加快,且中國放寬防疫限制亦便利企業經營復常,並重啟IT升級及增加相關開支預算。
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