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《大行報告》大摩相信金山軟件(03888.HK)未來60日股價將跑贏大市
阿思達克 06-11 14:39

摩根士丹利發表技術意見報告表示,相信金山軟件(03888.HK)股價未來60日將跑贏大市,料發生的可能性有70-80%,予目標價23元,及「與大市同步」投資評級。

該行認為,金山軟件主要受惠兩個正面因素,分別是《劍網3》手遊將於6月12日推出,預計表現將與《完美世界》表現相近,當時遊戲首月收入達8億至10億元人民幣(下同),之後每月收入穩定在3億至5億元水平。另外旗下辦公軟件WPS有機會於七月後在科創板上市,而其A股同業現價約為2019預測市盈率的30-70倍。

大摩亦估計,金山軟件今年第二季經營溢利可有正面表現,而去年第三季以來公司每季均呈虧損,指該股現股價相當預測2019年及2020年市盈率28倍及15倍。(el/w) ~

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