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《大行》建銀國際升邁富時(02556.HK)目標價至69.8元 AI代理快速增長助收入快速增長
阿思達克 08-26 11:05
建銀國際發表研究報告指出,邁富時(02556.HK)今年上半年表現可觀,總收入按年增長26%至9.28億元人民幣(下同),受人工智能及軟體即服務(SaaS)業務穩定、精準營銷服務25%增長以及新業務(即人工智能代理和一體化設備)貢獻1.1億元的推動。 建銀國際保持公司2025至2027年預測收入基本不變,但將2025年至2027年盈利預測,分別上調27%、7%、6%,以反映2025年上半年業績和更好的營運槓桿;又將目標價從61港元上調至69.8港元,基於AI+SaaS和新業務的目標市銷率從10倍下調至9.5倍,以及精準營銷服務的目標市盈率從10倍下調至9.5倍,並將估值年份從2025年預測滾動至2026年預測。 建銀國際維持其「跑贏大市」評級,因其強勁的盈利增長前景,其目標價相當於預測2026年整體市銷率6.3倍。
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