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《大行報告》花旗上調亞信科技(01675.HK)目標價至17.5元 評級「買入」
花旗發表報告,將亞信科技(01675.HK)目標價由15元上調至17.5元,指其去年純利上升了19%至7.86億元人民幣,符合該行及市場預期。 該行表示,集團的DSaaS、運營支持系統(OSS)、垂直行業和企業上雲等新興業務發展穩定,加上其估值吸引,相當於一年預測市盈率11倍及股息收益率約4%,因此維持評級「買入」。 該行提到,亞信科技正轉型至新興業務,目標2025年收入達到100億元人民幣,其中50%來自新興業務,並預期2024-25年毛利率將逐步改善至穩定水平。該行維持2022年至2023財年盈利預測不變,並引入2024財年盈利預測11.72億元人民幣。(ca/k) ~
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