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《大行報告》匯豐研究降金蝶(00268.HK)評級至「持有」 目標價上調至16元
阿思達克 06-18 11:18
匯豐研究發表報告指,年初至今金蝶(00268.HK)的股價幾乎翻倍,對其前景保持樂觀,但近期股價變動開始超出基本面,因此將評級由「買入」降至「持有」。

該行表示,疫情加快雲平台業務發展,令金蝶年初至今股價表現較國企指數好,預測今年度雲業務收入將增長60%,推動總收入增長約24%,較市場預期高出10%,將目標價由13元上調至16元。

惟匯豐研究提到,除現有宏觀前景改善的因素外,短期推動進一步重估的催化劑有限,考慮到長期增長的不確定性,包括中美貿易關係緊張的影響,因此將增長率下調。

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