《大行報告》摩通上調微盟集團(02013.HK)目標價至4.8元 評級「中性」
摩通表示,微盟集團(02013.HK)在公佈2021年業績後,股價上升了22%,認爲近期缺乏股價催化劑,利潤率指引較預期佳成爲部份的推動力,
管理層重申,預期訂閱和商家解決方案2022年收入按年增30%,但該行認爲,實現該目標2022年需要強勁的業務復甦,監於目前宏觀逆風,該行對該目標感到不大可能,指該股目前有30%上升或下跌風險,評級「中性」是目前最合適的評級,目標價由3.5元升至4.8元。
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