富瑞:予金蝶国际(0268.HK)“买入”评级 目标价11.3港元
富瑞发表研究报告指,早前出席金蝶国际(0268.HK)在北京的云端客户会议,会上公布已推出“金蝶云苍穹2.0”,而华为首席信息官(CIO)亦有出席活动,双方未来可能有更多合作;另外,金蝶的KIS云及EAS云亦加快安装在个人和组织机器里面的软件(on-premise)的转移,予公司“买入”的投资评级,但将目标价由12.1港元下调至11.3港元。
该行将金蝶2019/2020财年的收入预测各下调2.4%及5.4%,将盈利预测分别下调12.5%及35.7%,以反映公司加大投资金蝶云苍穹等因素。另外,该行将公司云业务收入的年复合增长率预测由54%上调至58%。
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