美豹小弟
04-03
还会继续下跌
[笑哭]
【券商聚焦】建银国际恨削微盟集团(02013)目标价66.13% 评级下调至“中性”
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":291316688105536,"tweetId":"291316688105536","gmtCreate":1712148182722,"gmtModify":1712148184460,"author":{"id":3493292180918671,"idStr":"3493292180918671","authorId":3493292180918671,"authorIdStr":"3493292180918671","name":"美豹小弟","avatar":"https://static.tigerbbs.com/88aafadc5cf3187039504d6541cb753b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>还会继续下跌<span>[笑哭] </span> </p></body></html>","htmlText":"<html><head></head><body><p>还会继续下跌<span>[笑哭] </span> </p></body></html>","text":"还会继续下跌[笑哭]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/291316688105536","repostId":2424831227,"repostType":2,"repost":{"id":"2424831227","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1712112102,"share":"https://www.laohu8.com/m/news/2424831227?lang=&edition=full","pubTime":"2024-04-03 10:41","market":"hk","language":"zh","title":"【券商聚焦】建银国际恨削微盟集团(02013)目标价66.13% 评级下调至“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2424831227","media":"金吾财讯","summary":"金吾财讯 | 建银国际发研报指,微盟集团 2023年下半年业绩令人失望,营收为11.08亿元人民币,较一致预期低20%;经调整净亏损1.1亿元人民币,大致符预期。同时,该行预计经调整净亏损将在2024财年同比收窄79%至8300万元人民币,并于2025财年实现盈利。鉴于微盟集团平淡的SaaS前景,该行将公司评级由“跑赢大市”下调至“中性”。目标价由6.2港元大幅下调至2.1港元。","content":"<html><body><p>金吾财讯 | 建银国际发研报指,<a href=\"https://laohu8.com/S/02013\">微盟集团</a>(02013)2023年下半年业绩令人失望,营收为11.08亿元人民币,较一致预期低20%;经调整净亏损1.1亿元人民币,大致符预期。该行指,尽管商家解决方案可能继续受益于<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频号数量的增长,但持续的宏观压力可能抑制SaaS需求,导致小型商户的高流失率并中断公司向中型商家“高端市场”转移的战略。因此,该行将其2024财年/2025财年的营收预测分别下调15%/20%,即预计营收同比增长14%/12%,其中SaaS增长10%/10%,商家解决方案增长22%/15%。同时,该行预计经调整净亏损将在2024财年同比收窄79%至8300万元人民币,并于2025财年实现盈利。鉴于微盟集团平淡的SaaS前景,该行将公司评级由“跑赢大市”下调至“中性”。目标价由6.2港元大幅下调至2.1港元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】建银国际恨削微盟集团(02013)目标价66.13% 评级下调至“中性”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】建银国际恨削微盟集团(02013)目标价66.13% 评级下调至“中性”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-04-03 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 建银国际发研报指,<a href=\"https://laohu8.com/S/02013\">微盟集团</a>(02013)2023年下半年业绩令人失望,营收为11.08亿元人民币,较一致预期低20%;经调整净亏损1.1亿元人民币,大致符预期。该行指,尽管商家解决方案可能继续受益于<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频号数量的增长,但持续的宏观压力可能抑制SaaS需求,导致小型商户的高流失率并中断公司向中型商家“高端市场”转移的战略。因此,该行将其2024财年/2025财年的营收预测分别下调15%/20%,即预计营收同比增长14%/12%,其中SaaS增长10%/10%,商家解决方案增长22%/15%。同时,该行预计经调整净亏损将在2024财年同比收窄79%至8300万元人民币,并于2025财年实现盈利。鉴于微盟集团平淡的SaaS前景,该行将公司评级由“跑赢大市”下调至“中性”。目标价由6.2港元大幅下调至2.1港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/NjMyMjE5OTk0MjExOTc0Ng==.jpg","relate_stocks":{"02013":"微盟集团"},"source_url":"1934399","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424831227","content_text":"金吾财讯 | 建银国际发研报指,微盟集团(02013)2023年下半年业绩令人失望,营收为11.08亿元人民币,较一致预期低20%;经调整净亏损1.1亿元人民币,大致符预期。该行指,尽管商家解决方案可能继续受益于腾讯视频号数量的增长,但持续的宏观压力可能抑制SaaS需求,导致小型商户的高流失率并中断公司向中型商家“高端市场”转移的战略。因此,该行将其2024财年/2025财年的营收预测分别下调15%/20%,即预计营收同比增长14%/12%,其中SaaS增长10%/10%,商家解决方案增长22%/15%。同时,该行预计经调整净亏损将在2024财年同比收窄79%至8300万元人民币,并于2025财年实现盈利。鉴于微盟集团平淡的SaaS前景,该行将公司评级由“跑赢大市”下调至“中性”。目标价由6.2港元大幅下调至2.1港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/291316688105536"}
精彩评论