大行評級|高盛:上調金蝶國際目標價至12.7港元 盈利能力改善
高盛發表報吿指,對金蝶國際持建設性看法,作為內地領先的企業軟件本地供應商,其在雲轉型方面處於早期階段,主要推動因素包括持續收入增長。這將提高收入的展望並降低獲取客户的邊際成本。該行維持“買入”評級,目標價由12.53港元升至12.7港元。
該行預計去年和2025年的年度總經常性業務收入將分別佔總收入的53%和57%,這將促進有利的收入結構、大型企業雲客户的增長,而金蝶國際在中小企業客户中仍保持領導地位,以及人工智能平台Cosmic GPT的價值增值,該平台為企業提供附加價值,支持客户留存及新客户的項目獲得。
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