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《大行報告》野村首予明源雲(00909.HK)「買入」評級 目標價39元
阿思達克 08-13 10:28
野村發表研究報告,首次給予明源雲(00909.HK)「買入」評級,表示現時愈來愈多內房發展商在業務上應用雲端技術,認為明源雲作為行業領先的軟件及軟件即服務(SaaS)供應商,未來具增長空間。 報告指,公司企業資源規劃(ERP)及SaaS業務於2018至2020年收入分別複合增長29%及70%,雖然預期2021至2023年增長速度或減慢至15%及48%,但仍較大部分同業優勝。 野村預期2021至2023年公司收入及經調整盈利複合增長34%及32%,給予明源雲目標價39元,反映2022年預測市銷率約20倍,較8月10日收市價有約兩成上升空間。
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