《大行》里昂降金山軟件(03888.HK)目標價至47.4元 下調收入及利潤預測
里昂發表研究報告指,金山軟件(03888.HK)首季收入符合預期,惟利潤遜預期,主要是由於即將推出的遊戲《解限機》(Mecha Break)令銷售及行銷(S&M)開支上升,該遊戲延遲至夏季推出,導致今年集團的遊戲收入減少,但該行對其推出後的表現仍然感到樂觀。另外,公司正在開發多語言版本的WPS,並建立海外團隊及S&M策略,預計於6月完成。
該行下調集團今年的收入及純利預測約4%和15%,將目標價由57.8元降至47.4元,維持「高確信跑贏大市」評級。
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