《大行》大摩維持金山軟件(03888.HK)目標價45元 調整2025至2027年盈測
摩根士丹利發表研究報告指,在金山軟件(03888.HK)發佈首季業績後,將其2025至2027年的收入預測下調2.2%、0.8%及0.7%,以反映《解限機》(Mecha Break)略爲延遲推出,以致對集團遊戲收入預測下降。
大摩考慮到金山軟件S&M開支預測較高,分別下調集團2025至2027年經調整經營溢利預測6.7%、1%及0.9%,帶動2025年每股盈測跌8%,而2026及2027年則分別上調2%和4%,續予目標價45元及「增持」評級。
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