《大行》高盛升萬物雲(02602.HK)目標價至24.8元 評級「中性」
高盛發表研究報告,萬物雲(02602.HK)上半年核心盈利按年升10%至13億元人民幣,收入按年升3%,略低於預期。集團提出今年全年指引,料收入及核心淨利潤增幅將超過2025年上半年,意味按年增幅分別超過3.1%和10.8%,較早前指引略顯保守。
該行調整公司2025至27年每股核心盈測,介乎降1%至升1%,同時下調2025至27年毛利率預測平均0.2個百分點,至介乎13.2%至13.6%。該行表示,將其目標價由22元上調24.8元,維持其評級爲「中性」。
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