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大行評級|花旗:上調金蝶國際目標價至18.3港元 對2030年AI目標持正面態度
格隆匯 03-19 11:12
花旗發表研究報吿指,對金蝶國際的2030年AI目標持正面態度,包括到2030年實現20%的收入結構來自AI相關業務、金蝶雲保持20%以上的經營利潤率、大型企業雲業務在未來三年內實現收支平衡、自2025年起實現收支平衡,以及長期目標為每名員工創造的營業收入逾100萬元。公司管理層預計經營利潤將從2024年下半年6%的水平進一步提升,料今年經營現金流實現超過10億元。該行將公司目標價由12.4港元上調至18.3港元,維持“買入”評級。另外,該行將今年的收入及純利預測分別降7%及61%,以反映在宏觀環境復甦下近期收入疲弱,現料雲服務收入由2024年至2027年的年均複合增長率達18%。
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