大行評級|里昂:上調金山軟件目標價至37.2港元 第三季遊戲業務有驚喜
里昂發表報吿指,金山軟件遊戲業務有驚喜,第三季遊戲收入及利潤好過預期,當中遊戲收入按年增長78%。該行指,公司今年的遊戲表現異常強勁,可能為2025財政年度奠下高基數,但2025年的五款新遊戲勢頭仍然穩固。里昂上調金山軟件2024和2025年純利預測各26%和14%,以反映遊戲業務預測獲上調。由於預測改變及小米與金山軟件生態系統在更新框架協議下可能產生更好的協同效應,令控股公司折讓降低,將目標價由29.5港元上調至37.2港元,維持“跑贏大市”評級。
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