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大行評級|美銀:上調金山軟件目標價至36港元 為內地軟件領域的首選
格隆匯 05-23 11:15

美銀證券發表研究報吿指,金山軟件2024財年首季營業收入按年增加8%,與市場共識及該行預期一致。主要由於公司旗下辦公室軟件業務錄得穩健增長,不過部分被在線遊戲業務按年下跌1%所抵銷;淨利潤按年增長48%,按季則增長39%,主要受惠於聯營公司的營運槓桿及虧損減少因素。

此外,金山軟件管理層因應旗下游戲業務加速增長,將2024財年遊戲業務收入增長目標,由單位數提升至約10%。美銀將金山軟件2024至2026財年的淨利潤預測上調10%至12%。並指公司仍是該行於內地軟件領域的首選,同時將其目標價由35港元上調至36港元,重申“買入”評級。

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