《大行》大和降金蝶(00268.HK)目标价至6.7元大企业需求仍具韧性

阿斯达克财经08-20

大和发表研究报告指，金蝶(00268.HK) 中期业绩表现大致符合市场预期，云服务收入按年增长17.2%，来自大型企业客户的云产品收入及云订阅服务年经常性收入(ARR)增幅均高于小型企业客户。

期内云端业务亏损减少，管理层目前预测明年下半年可能会扭亏为盈，符合市场预期。但考虑到云端业务的研发费用预期较高，且股票回购速度较预期慢，该行将明年每股盈利预测下调14%，憧憬大型企业客户需求具韧性可持续推动增长，重申“跑赢大市”评级，目标价则由7.1元下调至6.7元。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-08-19 16:25。)

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《大行》大和降金蝶(00268.HK)目标价至6.7元 大企业需求仍具韧性

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《大行》大和降金蝶(00268.HK)目标价至6.7元大企业需求仍具韧性