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《大行報告》高盛降金山軟件(03888.HK)評級至「中性」 目標價下調至36.9元
阿思達克 09-21 10:45
高盛發表報告,指金山軟件(03888.HK)次季業績好壞參半,其辦公軟件收入增長穩固,惟遊戲發行延遲壓抑短期盈利能力,目標價由49元下調至36.9元,評級由「買入」降至「中性」。 高盛將金山軟件2021年、2022年的收入預測分別降低約6%和4%,因爲將在線遊戲的收入預測下調18%和15%,惟被辦公軟件和服務收入預測上調所部分抵銷。 根據該行預測,到2023年,辦公軟件和服務將佔公司收入的61%,由於考慮到當前的趨勢和其網絡遊戲較低的運營槓桿,將2021年和2022年的淨利潤預測分別下調47%和15%,至3.54億元人民幣(下同)和9.21億元。
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