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《大行》美銀證券升萬物雲(02602.HK)目標價至24元 重申「跑輸大市」評級
阿思達克 08-20 11:30
美銀證券發表報告指,萬物雲(02602.HK)管理層在8月19日舉行的業績簡報會上表示,2025財政年度的營業額和核心利潤增幅應高於今年上半年。 美銀證券指,由於盈利穩定,將萬物雲2025至2027財政年度核心盈利預測上調3.5%至6.5%,但將列賬盈利預測下調7.5%至10.5%。不同之處在於信貸撥備虧損較預期為大。目標價由22.9元升至24元,基於預測2026財年市盈率10倍。考慮到增長乏力,重申「跑輸大市」評級。
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