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《大行報告》花旗下調亞信科技(01675.HK)目標價至17元 評級「買入」
花旗發表報告指,亞信科技(01675.HK)公佈業績後,出席了其投資者會議。考慮到新興業務包括數智運營、垂直行業及企業上雲、網絡支撐系統(OSS)業務積極的前景,以及估值吸引,維持「買入」評級。 報告指,管理層重申目標是到2025年實現超過100億人民幣的業務規模,三個新業務的收入貢獻率達到約50%,該行相信是可以實現的目標,因爲三個新業務的發展已上軌道,並在去年貢獻了33%的收入。由於新興業務的收入貢獻不斷增加,該行將2023財年至2024財年的盈利預測下調4至5%,主要是基於較低的利潤率假設,目標價相應由17.5元下調至17元。
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