《大行》大摩:金蝶國際(00268.HK)仍為中國軟件行業首選 評級「買入 」
富瑞研究報告指出,金蝶國際(00268.HK)上半年業績符合預期,淨虧損為9,800萬人民幣,較市場預期收窄55%。收入增長11%,主要受雲訂閱業務收入22%的增長推動,雲訂閱業務現佔總收入的53%。毛利率增長2.4個百分點,帶動毛利增長15%,而營運費用僅增長4.6%。因此,息稅前虧損及淨虧損分別收窄38%與55%,有望朝今年實現收支平衡的目標邁進。公司AI合同收入超過1.5億元人民幣,顯示其已開始向AI轉型。
該行認為,金蝶仍是其在中國軟件行業的首選,目標價16.04元,評級「買入」。
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