大行評級丨大和:金蝶國際新訂單增長較預期僈 削目標價45%至7.1港元
大和發表報吿,金蝶國際(0268.HK)新訂單增長較預期慢,故下調目標價45.4%,但認為長線投資者可趁股價弱勢收集。報吿認為,預期金蝶上半年收入同比增長12%至28.8億元,因受惠雲服務收入增17%,估計雲服務持續性收入上半年有望達25%。該行又指,金蝶週一股價急跌17%,因市場反映預期收入會較預期低5%,但認為市場反應過度。基於大和認為金蝶新訂單增長較預期慢,故將金蝶2024年至2026年收入預測下調1%至2%,目標價則從13港元,下調45.4%至7.1港元,評級從“買入”調低至“跑贏大市”,但認為長線投資者可趁股價調整收集金蝶。
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