野村:金蝶國際(0268.HK)估值變得吸引 升目標價至32.5港元
野村發表研究報吿指,金蝶國際(0268.HK)在農曆新年假期後回調超過20%,估值現時變得吸引,認為金蝶在執行雲遷移策略方面的往績可令其長遠進入工業數字化和國內替代業務。該行維持其買入評級,目標價由22.2港元上調至32.5港元。
野村預期,金蝶2020及21年雲業務收入分別增長45%及46%,在2021年貢獻70%收入。該行將2020-22年收入下調了3-10%,以反映由於疫情大流行而導致的雲收入增長略有放緩,還將2020-21年盈利預測由4000萬元及1.88億元人民幣下調至虧損2.99億元及虧損9200萬元人民幣,以反映出雲遷移加速帶來的影響。

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