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《大行报告》大摩升金山软件(03888.HK)目标价至23元评级「与大市同步」
阿思达克 06-11 10:28

摩根士丹利发表研究报告指,金山软件(03888.HK)正将其核心价值业务由网游扩大至办公室软件。同时,公司拥有两个短期正面因素,包括:将於明日(12日)推出的手游《剑网3指尖江湖》,以及7月後上市的北京金山办公软件(WPS)。

报告指,WPS将会取代网游,长线而言成为较大的资产净值推动力。而WPS在政府及中小企实体的市占率已超过80%,预料其2018年至2021年收入及盈利的年复合增长超过30%。不过,金山软件今年已累升逾80%,相信股价已大致上反映了以上两大因素,故维持评级「与大市同步」,目标价由20元升至23元。

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