富瑞:金山軟件(3888.HK)在線遊戲業務迅速恢復 給予買入評級
富瑞發表研究報告指,金山軟件(3888.HK)旗下電腦版《劍俠情緣3》(JX3)擴展包推出令玩家滿意,其在線遊戲業務迅速恢復,首季收入和每日活躍用户分別按年增長33%和20%,同時新版本的手機版JX3預計將在短期內發佈,加上下半年或有2-3款新遊戲推出,該行給予其買入評級,目標價35港元。
該行指出,隨着訂閲模式的日益普及,WPS的每月活躍用户量保持快速增長的勢頭,首季度達到4.4億港元,而收入按季下降逞要是由於季節性因素。該行續指,WPS為領先辦公應用軟件,其正處於有利位置,可以抓住長期發展的機遇。
該行認為,金山軟件2020年基本面不斷改善,隨著新遊戲的發佈以及行業向家用軟件遷移的趨勢,遊戲業務和WPS的利潤率前景有望改善。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.