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《大行報告》野村降金蝶國際(00268.HK)目標價至14元 料去年業績穩健評級「買入」
阿思達克 01-03 10:34
野村下調對金蝶國際(00268.HK)目標價,由15元降至14元,同時下調對公司今明兩年收入預測1%,以及盈利預測0%至1%,反映宏觀經濟復甦緩慢,但維持對該股「買入」投資評級。 該行預期金蝶國際去年主要業績指標穩健,包括收入按年增長19%、經常性收入按年升41%及逾6億元人民幣經營現金流,主要來自雲業務及軟體即服務(SaaS)轉型的強勁執行。該行認為公司在達致2025年收支平衡的軌道上,基於其對研發開支的持續有效控制,金融及人力資源等核心產品科技亦已展開商業化,長期或成為新的業務增長動力。
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