《大行報告》麥格理下調明源雲(00909.HK)目標價至5.93元 評級「中性」
麥格理發表報告,指明源雲(00909.HK)今年上半年收入按年下跌9%至8.81億元人民幣,分別低於該行及市場預期2%及7%;虧損亦較去年下半年有所擴大至5.62億元人民幣,遜預期。
該行補充,管理層對前景看法較三月時更悲觀,因為不少客戶在上半年延遲或取消數碼化計劃,導致ERP解決方案銷售下滑。該行指,由於下半年表現較弱,將其2022至2024年度收入預測下調14%/15%/17%,目標價由8.73元降至5.93元,評級「中性」,預料其盈利在2024年回復正常化。
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