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《大行報告》美銀證券上調中軟國際(00354.HK)目標價至8.1元 料明年強勁復甦
阿思達克 11-21 10:25
美銀證券發表報告指,與中軟國際(00354.HK)管理層進行網上會面後,對公司明年業務前景更樂觀,預期將會強勁復甦,因為資訊科技外判業務復甦,新業務強勁增長,包括雲智慧及華為鴻蒙、AI計算服務、企業資源規劃解決方案。 因應中軟國際新業務增長較預期強勁,以及利潤率前景較佳,該行將中軟國際2024至2025年盈利預測,上調2%至4%,目標價由6.8元上調至8.1元,維持「買入」評級,以反映業務穩定增長,新業務有望成為催化劑。 中軟國際管理層預期,明年資訊科技外判業務有高單位數增長,主要由華為及國有企業的需求推動。該行預期,外判業務的毛利率在自今年下半年穩定,整體毛利率的提升將由新業務推動。
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