《大行》建银国际升迈富时(02556.HK)目标价至69.8元 AI代理快速增长助收入快速增长

阿斯达克财经
Aug 26

建银国际发表研究报告指出,迈富时(02556.HK) 今年上半年表现可观,总收入按年增长26%至9.28亿元人民币(下同),受人工智能及软件即服务(SaaS)业务稳定、精准营销服务25%增长以及新业务(即人工智能代理和一体化设备)贡献1.1亿元的推动。
建银国际保持公司2025至2027年预测收入基本不变,但将2025年至2027年盈利预测,分别上调27%、7%、6%,以反映2025年上半年业绩和更好的营运杠杆;又将目标价从61港元上调至69.8港元,基于AI+SaaS和新业务的目标市销率从10倍下调至9.5倍,以及精准营销服务的目标市盈率从10倍下调至9.5倍,并将估值年份从2025年预测滚动至2026年预测。

建银国际维持其“跑赢大市”评级,因其强劲的盈利增长前景,其目标价相当于预测2026年整体市销率6.3倍。(hc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-25 16:25。)

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