微盟(2013.HK)大涨10%再创历史新高 市值超500亿港元
格隆汇1月19日丨延续近期强势,微盟(2013.HK)今日继续大涨,盘中一度涨10.14%至22.8港元,再创历史新高,市值超500亿港元。中信建投日前发研报称,预计2021年微盟SaaS业务内生增速及外延并购均有望加速发展,智慧零售、智慧餐饮等领域市场空间巨大并仍处于发展初期,随着大客化战略的深入及更多SaaS客户的拓展,集团SaaS业务与精准营销业务的协同性将进一步增强;维持其“买入”评价,上调目标价至26港元。美银最新报告引述微盟管理层对业务长线增长前景有信心,公司更制定了未来3至5年的发展策略重点,包括进入高端市场、生态系统的发展及海外市场的扩张等方面,将微盟2022-24年度盈利预测上调1.3%至3.5%,目标价由20港元上调15%至23港元。瑞信称微盟管理层透露多项业务增长前景,包括直接面向消费者之电商业务、智慧零售业务及云业务方面等,因此该行预期其去年度SaaS业务按年升约40%,至2021及2022年度之增速将逾40%;将其目标价由15.1港元升至24.1港元。

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