《大行報告》中金:金山軟件(03888.HK)季績符預期 維持「跑贏行業」看40元
中金發表報告指,金山軟件(03888.HK)第三季收入按年增長12%至20.6億元人民幣,基本符合預期;經營利潤按年增長13%至3.76億元人民幣,對應利潤率18.3%,基本符合預期。
報告指,管理層表示,明年4月《劍網 3》PC端或更換引擎,並實現手機端的互通;手遊方面,《劍俠世界:無界》已獲批版號,公司計劃於明年上半年上線並打通 PC端,中金預計其或對明年提升核心IP玩家活躍度和在線時長起到積極作用。
同時,管理層表示明年新機甲遊戲《Code B.R.E.A.K.》有望上線。該行預計公司今年遊戲收入錄得單位數增長,對應第四季度遊戲業務收入按季基本持平在9.8億元人民幣。
中金維持金山軟件今明年收入及營業利潤預測不變。維持「跑贏行業」評級和目標價40元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.