#2013微盟

$微盟集團(02013)$ $恆生指數(HSI)$ 

業績出左,都幾差。毛利下跌,收入減少,成本控制亦不理想。公司話2021年增加研發投入的遞延效應,人員降本增效 在2022年全年沒有充分體現。

下半年收入叫做環比比上半年好啲,輸少啲,但要重新盈利似乎仲需要時間。業務同國內經濟關連十分大,舊年宏觀環境差,企業同個人消費都縮,公司SAAS 業務收入仍keep 住有增長,係大環境如斯惡劣既狀況下算係業績上既少許亮點 。23年內地經濟可能會稍好,但要股價全面回勇睇黎仲需要較長時間。

揸住既貨有食唔食又倒輸,不過我仍然會keep 住持有先,內地經濟最差時間應已過去,。今年消費回勇應有助公司盤生意,會睇多一段時間。

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#2013微盟

#港股

#Saas

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Comment17

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  • 唔撚食菜
    ·2023-03-31
    公司有無投資者關係IR部門? 苦主要電郵佢哋了解公司發生什麼事, 今日咁樣大插水呢間垃圾公司,夾埋財演昆老散,實有報應
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  • 其實港股啲野成個場都係咁 古靈精怪😅熊市係咁 冇計
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  • NiceOne
    ·2023-04-02
    Quite an extraordinary analysis, man. You're amazing!
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  • 唔撚食菜
    ·2023-03-31
    呵呵 買港股真係仲慘過去食屎
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  • meurasian77
    ·2023-04-02
    thanks for sharing
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  • Cklew
    ·2023-04-02
    感谢分享
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  • chuanyetfah
    ·2023-04-02
    [呆住]
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  • kiore
    ·2023-04-02
    okay
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  • Skyyukk
    ·2023-04-02
    [得意]
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  • Ray Kwan
    ·2023-04-02
    [呆住]
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  • Kok Weng
    ·2023-04-02
    [Cool]
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  • KingJo
    ·2023-04-02
    Ok
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  • Sda
    ·2023-04-02
    llllllll
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  • Tonyprofit
    ·2023-04-02
    good
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  • 雨后就是彩虹
    ·2023-04-01
    1
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  • Kennykent1
    ·2023-04-01
    [微笑][微笑][微笑]
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  • 一剑奈何
    ·2023-04-01
    Ok
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