《大行報告》瑞信上調金山軟件(03888.HK)目標價至38元 評級「跑贏大市」
瑞信發表評級報告表示,金山軟件(03888.HK)今年首季收入按年增19%至18.5億元人民幣,高於該行預期4%,主要受惠網絡遊戲呈現強勁增長(按年增25%)抵銷辦公軟件增長疲軟(按年增13%)。
該行維持公司今年收入預測不變;由於雲服務虧損擴大,將公司今年及明年的每股盈利預測下調3%及1%,並將其目標價由34元上調至38元,維持評級為「跑贏大市」。(ca/u)
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