《大行報告》摩通上調金山軟件(03888.HK)目標價至75元 評級「增持」
摩根大通發表研究報告,將金山軟件(03888.HK)的目標價由原來的51元上調至75元,以反映該行對金山雲更肯定的看法,以及金山辦公(688111.SH)在股價上漲後的價值更高,並維持其「增持」投資評級。
該行指,公司的股價自去年11月17日公布第三季業績後累升46%,主要是受到投資者對中國雲市場更正面的情緒所帶動。該行對其在雲端及辦公室軟件市場上成為中國企業數碼化主要受惠者持樂觀態度。
該行將公司2020年的盈利預測上調8%,主要是因為投資收入更高所致,惟將2021年的盈利預測下調34%,因為其今年的遊戲前景更疲弱,新遊戲表現的可見度低。
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