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大行評級|中銀國際:下調金蝶國際目標價至8.5港元 維持2025財年盈虧平衡的目標
格隆匯 08-19 10:38
中銀國際發表報吿指,金蝶國際在經濟放緩和企業IT支出減少的背景下,交出了一份總體符合預期的中期業績。合同負債繼續增加至34億元以及持續增長的現金,基本驗證了訂閲模式轉型的成功。報吿指,雖然今年上半年由於各種原因,具體項目實施進度有所延遲,但樂觀看待金蝶上半年繼續獲取大型央國企訂單的長期前景,維持2025財年公司實現盈虧平衡的目標不變。由於整體IT支出放緩,該行將其目標價由13.9港元下調至8.5港元,但維持“買入”評級。
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