《大行报告》摩通上调金山软件(03888.HK)目标价至75元 评级「增持」
摩根大通发表研究报告,将金山软件(03888.HK)的目标价由原来的51元上调至75元,以反映该行对金山云更肯定的看法,以及金山办公(688111.SH)在股价上涨後的价值更高,并维持其「增持」投资评级。
该行指,公司的股价自去年11月17日公布第三季业绩後累升46%,主要是受到投资者对中国云市场更正面的情绪所带动。该行对其在云端及办公室软件市场上成为中国企业数码化主要受惠者持乐观态度。
该行将公司2020年的盈利预测上调8%,主要是因为投资收入更高所致,惟将2021年的盈利预测下调34%,因为其今年的游戏前景更疲弱,新游戏表现的可见度低。
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