【大摩:上调北森控股(09669.HK)目标价至10.3港元 重申“增持”评级】智通财经APP获悉,摩根士丹利发布研报称

智通财经
24 Jun
【大摩:上调北森控股(09669.HK)目标价至10.3港元 重申“增持”评级】智通财经APP获悉,摩根士丹利发布研报称,上调北森控股(09669.HK)目标价58%,从6.5港元升至10.3港元,重申“增持”评级。大摩认为,该公司的股价被低估,预计在人工智能和市场整合的推动下,企业年度经常性收入(ARR)将保持稳健增长,这比其他面对企业(toB)应用更能抵消疲软宏观环境带来的冲击。北森控股的估值低于同行,但收入和ARR增长率高于平均水平。

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