高盛:維持金山軟件(3888.HK)“買入”評級 目標價21.5港元
高盛發佈報告稱,維持金山軟件(03888.HK)“買入”評級,目標較21.5港元。
該行預計,集團的雲服務業務方面,今年第四季及明年收入分別同比增51%及57%,達11億及60億元人民幣;北京金山辦公軟件業務方面,第四季及明年收入分別同比增40%及31%,達5.23億及21億元人民幣;網絡遊戲業務,今年第四季收入同比增1%至6.63億元人民幣,全年整體收入則同比跌2%,優於集團早前估計的跌10%。
該行稱,因應金山軟件(03888.HK)第三季收入符預期及盈利表現勝預期,更新對其預測。集團旗下北京金山辦公軟件(WPS)上月中已在上交所上市,另公佈有計劃分拆金山雲,不過未有提供時間表,該業務在今年第三季首次實現正數的毛利率。

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