You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛下調金蝶國際(00268.HK)目標價至21.15元 評級「買入」
阿思達克 05-30 10:08
高盛發表研究報告指,考慮到金蝶國際(00268.HK)在中小企業ERP及雲端市場的領先地位,以及公司在跨客群及產品的發展,維持對其「買入」評級。 但由於下半年業務收入增長仍具不確定性,高盛將金蝶的目標價下調13%至21.15元,以反映中小企業客戶支出波動和ERP市場競爭加劇。 高盛並將金蝶明年盈利預測從錄得約3,600萬元人民幣純利調整為虧損6,800萬元人民幣,2025至2026年純利預測則下調22%及18%,主要是由於大中型客戶在雲端平台上的預期開支增長速度較慢,令2023至2026年收入預測下調4%至7%,以及對AIGC/LLM相關功能的潛在新投資所致。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account