《大行報告》瑞信降微盟(02013.HK)評級至「跑輸大市」 目標價上調至5.4元
瑞信發表報告指,微盟(02013.HK)由去年10月低位累計反彈206%,認為最近的反彈主要是由更廣泛的互聯網和電子商務行業的情緒改善所驅動,而不是過去1至2個月基本面改善。評級由「中性」降至「跑輸大市」,目標價由4.1元升至5.4元,靜待電子商務復甦的可見性。
瑞信對微盟維持保守看法,因考慮到現價水平突顯短期行業風險,包括去年第四季的業績壓力;電子商務復甦能見度;競爭加劇;以及春節前後資金流向價值型公司。
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