大行評級|交銀國際:維持金山軟件目標價31港元 評級“中性”
交銀國際發表研究報吿,維持金山軟件目標價31港元,短期增長潛力已反映在公司當前估值中,維持“中性”評級。報吿指,公司2023年第三季收入及調整後淨利年增12%及22%,較該行預期低13%及21%,主要因WPS及遊戲業務表現不如預期,且新遊戲上線的銷售開支高於預期。管理層維持2023全年遊戲收入個位數增長預期,第四季是《劍網3》端遊旺季,預計仍將維持穩健增長,但會被其他遊戲衰減部分抵銷。該公司計劃在2024年上半年推出手遊《劍網3無界》,預計將成為2024年遊戲收入增長的主要動力。
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