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《大行報告》中銀國際下調金蝶國際(00268.HK)目標價至16.1元 評級「買入」
阿思達克 07-31 14:18
中銀國際發表評級報告,料金蝶國際(00268.HK)上半年銷售按年升18%至26億元人民幣,毛利率達61%,淨虧損預測上調至2.85億元人民幣(原本2.14億元人民幣)。該行指,基於企業缺乏投資信心,並考慮到企業對IT的支出短暫放緩,故採用較保持看法,同時將集團本年度經常性收入(ARR)下調1%至31億元人民幣、明年下調3%至42億元人民幣、2025年則下調5%至57億元人民幣。該行將公司今年、明年及2025年銷售預測下調2%、3%及3%,收支平衡目標延遲一年至2026年,並將其目標價由20元下調至16.1元,維持「買入」評級。(ca/u) ~
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