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大行評級|大華繼顯:上調金山軟件目標價至40港元 第三季業績強勁且超預期
格隆匯 11-21 11:07

大華繼顯發表報吿,指金山軟件第三季業績強勁,超出預期。收入按年升17.8%至29億元人民幣,超出市場預期。毛利率按年升3個百分點至84.2%,符合市場預期。非國際財務報吿準則經營溢利12億元,經營溢利率按年升20個百分點至41%,受益於強勁收入增長。淨利潤4.13億元,淨利潤率按年擴大14個百分點至18.4%。

該行上調對金山軟件第四季及全年收入預測9%及6%,反映《劍網3》網上游戲顯著貢獻及《劍網3無界》成功推出。該行上調對公司第四季及全年經調整淨利潤預測1%及10%,反映人工智能變現化能見度改善及審慎的成本控制。該行維持對金山軟件“買入”評級,目標價由38港元上調至40港元。

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