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港股異動丨金山軟件漲4.74% 金山雲上市將正向影響現金流
格隆匯 01-31 13:20
格隆匯1月31日丨金山軟件(3888.HK)漲4.74%,報24.3港元,總市值333.6億港元。

廣發證券 本月 發佈研報,維持金山軟件“買入”評級。預計19~20 年歸母淨利為-14.17 億元、3.84億元。 2020年多款手遊將上線並帶來增量,上調遊戲利潤,WPS當前市值並結合港股市場整體估值,上調WPS2020年PE估值為65倍,根據 SOTP,上調合理價值為30.1港元/股。辦公和雲發展勢頭好,WPS受益於國產化趨勢,金山雲受益於5G,分拆上市提振投資信心;遊戲 預期較低。截至19Q3公司擁有現金及銀行存款近90億元,金山雲出表後公司現金流將大幅改善,賬上現金充裕。
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