《大行報告》花旗下調中國軟件(00354.HK)目標價至5.5元 評級「買入」
花旗發表研究報告指,中軟(00354.HK)上半年淨利潤按年下跌39%至3.51億元人民幣,遜於預期,但若與去年下半年比較,則從五年來低位反彈87%,毛利率及淨利潤率亦分別較去年下半年擴大,達到23.7%及4.2%。
該行指出,期內宏觀經濟疲軟,中軟的主要客戶需求低迷,但部分銀行、能源和汽車行業仍有提供支持。由於收入預期下降,該行將2023至2025年每股盈利預測下調20%、5%及4%,收入預測亦下調15%、12%及9%,目標價由6.4元降至5.5元,維持「買入」評級,仍看好公司業務轉型步伐。
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