《大行報告》匯豐研究升金山軟件(03888.HK)評級至「買入」 上調遊戲收入預測
匯豐研究發表研究報告指出,內地遊戲版號恢復發放,涉及包括金山軟件(03888.HK)新遊戲《劍網三緣起懷舊服》在內的45款網絡遊戲,並為八個月以來首次重啟發放。該行認為有關消息為今年持續獲得新遊戲牌照及對行業重新評級的積極信號。
該行將金山2022財年的遊戲收入預測上調5%,即按年增長由原先預測的20%,提高至26%。另對其2022財年盈利預測下調9.2%,但2023及2024財年純利預測則上調1.8%及5.8%。目標價由28元略升至28.5元,評級由「持有」上調至「買入」。
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