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《大行报告》大摩相信金山软件(03888.HK)未来60日股价将跑赢大市
阿思达克 06-11 14:39

摩根士丹利发表技术意见报告表示,相信金山软件(03888.HK)股价未来60日将跑赢大市,料发生的可能性有70-80%,予目标价23元,及「与大市同步」投资评级。

该行认为,金山软件主要受惠两个正面因素,分别是《剑网3》手游将於6月12日推出,预计表现将与《完美世界》表现相近,当时游戏首月收入达8亿至10亿元人民币(下同),之後每月收入稳定在3亿至5亿元水平。另外旗下办公软件WPS有机会於七月後在科创板上市,而其A股同业现价约为2019预测市盈率的30-70倍。

大摩亦估计,金山软件今年第二季经营溢利可有正面表现,而去年第三季以来公司每季均呈亏损,指该股现股价相当预测2019年及2020年市盈率28倍及15倍。(el/w) ~

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