大行评级|美银:下调金蝶国际目标价至12.9港元,重申“买入”评级

格隆汇
Yesterday
美银证券发表研报指,金蝶国际管理层重申全年目标,包括收入同比录双位数增长、订阅收入同比增长约20%、经调整净利润率约7%。管理层预期海外业务今年占总收入约2%,目标五年内贡献达10%。该行认为,公司7月的收入增长势头将较上半年强劲。该行上调金蝶2026至28财年的收入预测1%,以主要反映AI产品增长加快;考虑到近期行业估值向下重评,将其目标价由13.9港元下调至12.9港元,重申“买入”评级。

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