You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》富瑞降金山雲(KC.US)目標價至16美元 維持「買入」評級
阿思達克 06-06 09:58
富瑞研究報告指,金山雲(03896.HK)(KC.US)今年首季收入及經調整EBITDA均遜預期,主要因企業雲業務受季節性影響,以及客戶仍處於編制預算階段。而公有雲業務專注於大客戶,整個業務周期和收款過程均需時。該行維持對其「買入」評級,美股目標價由18美元降至16美元。 展望次季,該行料金山雲整體收入將按季增17%,當中公有雲及企業雲收入均按季升17%,毛利率約為14%,經調整EBITDA利潤率達19%。至於全年,該行料公司收入將按年升18%,當中公有雲收入按年升27%,而企業雲則只有輕微升幅;毛利率預測略升至14.6%,經調整EBITDA利潤率達20%,相對於市場預期為15%,而該行原先預期為16%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account