#2013微盟
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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- NiceOne·2023-04-02Quite an extraordinary analysis, man. You're amazing!1Report
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- meurasian77·2023-04-02thanks for sharingLikeReport
- Cklew·2023-04-02感谢分享LikeReport
- chuanyetfah·2023-04-02[呆住]LikeReport
- kiore·2023-04-02okayLikeReport
- Skyyukk·2023-04-02[得意]LikeReport
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- Kennykent1·2023-04-01[微笑][微笑][微笑]LikeReport
- 一剑奈何·2023-04-01OkLikeReport