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富瑞:上調金蝶國際(0268.HK)評級至買入 目標價降至29.06港元
格隆匯 05-13 12:36

富瑞發表研究報吿指,對金蝶國際(0268.HK)生態系統建立策略及進度,包括以20億元人民幣投資更多獨立軟件供應商;另外成功的平台即服務將帶動公司長遠利潤率。鑑於該股股價已調整37%,該行將其評級由持有上調至買入,目標價由29.2港元下調至29.06港元。

富瑞指,金蝶目標在2025年達到1萬個生態系統夥伴,及100億元人民幣合約。該行又預計,雲蒼穹的核心模組建設已大致完成,預期將經更多獨立軟件供應商擴張其產品供應。

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