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港股異動 | 明源雲跌5%股價再創上市新低 績後遭多個大行削目標價
格隆匯 08-24 10:31
格隆匯8月24日丨明源雲(0909.HK)盤中跌5.36%,報5.47港元,總市值107億港元,股價再創上市新低。明源雲發佈截至2022年6月30日止六個月業績,收入8.81億元,同比下降9.5%;股東應占虧損5.615億元,上年同期溢利1.65億元;每股基本虧損0.30元。摩通指公司核心SaaS組合表現較預期疲軟,錄得僅中單位數字增長;該行續指,管理層未有更新全年指引,惟看似難以達標,維持中性評級,目標價下調至6港元;中金指虧損幅度大過預期,主要是受到期內應收賬款壞賬計提及外匯虧損影響,下調今明兩年收入預測,維持跑贏行業評級,目標價降至9港元。大摩指鑑於下游復甦缺乏能見度,由於資訊科技支出屬週期後性質,明源雲的復甦可能有遲滯,降評級至與大市同步,目標價下調至6.8港元。

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