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大行評級|招銀國際:上調金蝶國際目標價至19.3港元 AI相關變現成關鍵
格隆匯 03-20 11:08

招銀國際發表研究報告指,金蝶國際去年收入按年增長10%至63億元,較該行預期低4%;淨虧損1.42億元,相對於2023年虧損2.1億元有所收窄,該行預期虧損7500萬元。該行認爲,儘管宏觀環境的不確定性,但金蝶國際管理層維持其今年收支平衡的目標,並目標自由現金流今年超過10億元,年度經常性收入料按年增逾20%。

此外,該行指金蝶國際的AI優先策略目標加快AI與企業資源規劃(ERP)的整合,以及優先考慮可應用AI的情景,或有助拉高每用戶平均收入的長期擴張,並在宏觀環境復甦時重新加快收入增長。該行料公司今明兩年的收入增長恢復至按年升12.5%及15.2%,目標價由10.8港元上調至19.3港元,維持“買入”評級,認爲AI相關變現成關鍵。

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