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金山軟件(03888.HK)續漲11%創逾年半高 獲大行祝福
阿思達克 01-15 15:13
雖然港股反覆連吐第二天,但金山軟件(03888.HK)連升第五天屢探頂,最高見24.25元,創逾年半高,現造24元,續漲10.6%,成交急增至3,767萬股,為近兩個月高,涉資8.8億元。 麥格理首予金山軟件「跑贏大市」評級及目標價32元。報告指,金山旗下雲業務可成為未來主要推動力,料相關業務於2019-2022年收入複合增長率達53%,相信可受惠於視頻及遊戲雲、內地政府及企業需求所支持。此外,旗下辦公室軟件業務料2019-2022年收入複合增長率也可達45%。同時,旗下金山雲於今年次季潛在分拆上市,有助提升金山軟件每股資產淨值預測,該行預計金山軟件2020-2021年每股盈利預測各為0.56元及0.85元人民幣。(sz/t)~ 阿思達克財經新聞 網址: www.aastocks.com
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