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金山(03888.HK)倒跌逾7%失守百天线 季绩後获利盘涌现
阿思达克 05-27 11:56
金山软件(03888.HK)首季业绩扭亏转赚约626万人民币,总营收年增32%,但环比降21%,交银国际绩後降金山评级至「中性」以反映公司首季收入低预期。该股承过去两天弹势,今早高开3%见27.75元无以为继,获利盘涌现,股价掉头失守百天线及50天线(25.25元及25.6元),最低见24.65元,现造24.95元,倒跌7.2%,成交达1,800万股,已超过昨天全日成交量1,693万股。

金山公布,首季业绩扭亏转赚625.7万元人民币(下同),上年同期蚀6,776.4万元。期内,营收按年升32%至11.71亿元,但环比降21%;其中网络游戏收入环比降15%至7.81亿元,按年升30%;办公软件及服务等其他收益环比降31%至3.91亿元,按年升36%。交银国际认为,金山首季收入低於预期,股价缺乏催化剂,下调其评级至「中性」。

不过,汇丰绩後升金山目标价3.4%至36港元,以反映首季业绩受惠线上游戏贡献强劲胜预期,上调公司未来数年盈测8%-168%。花旗绩後也略升金山目标价至32港元及重申「买入」评级,以反映公司首季云业务与WPS收入符预期及游戏业务表现胜预期。

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