萨拉东(CGI)内生增长动能渐强,前景可期

投资观察
Jul 30

1408 ET——萨拉东(CGI)的内生增长正有望从愈发强劲的项目储备中受益。加拿大国家银行的Doug Taylor在报告中指出,该公司内生增长已出现环比改善:从上一季度的萎缩3.0%收窄至仅下滑1.2%。这种回暖趋势预计将持续。Taylor表示,美国联邦合同已恢复增长,并呈现出“管理服务(同比增长20%)、系统集成与咨询(+30%)、知识产权(+30%)以及人工智能(同比翻倍)等领域拥有强劲的项目储备”。他认为,这一态势将有助于推动未来几个季度的订单量与内生增长。他进一步指出:“重新加速回归正增长区间,正是我们短期看好的核心逻辑所在。”

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