美銀美林:維持金蝶國際(0268.HK)“買入”評級 目標價16.3港元
美銀美林發表研究報告指,對中國軟件行業前景感正面,認為新冠肺炎疫情能長遠地增加雲相關應用的需求。該行維持金蝶國際(0268.HK)“買入”投資評級,目標價16.3港元。
美銀美林表示,金蝶在中國的雲應用過渡優勝。該行又指,雖然受疫情影響金蝶上半年在雲及本地收入,淨利潤亦會受壓,但相信隨着業務正常化,雲收入增長會持續改善。
該行認為,疫情只屬一次性影響,但長期能增加企業採用雲,加上由於遞延的雲收入,運營現金流是衡量其雲業務的更好指標,而不是以收入衡量。

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