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《大行》大華繼顯升金山軟件(03888.HK)目標價至40元 季度收入和盈利勝預期

AASTOCKS ·  Nov 21, 2024 02:31

大華繼顯發表報告,指金山軟件(03888.HK)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。非國際財務報告準則經營溢利12億元人民幣,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4.13億元人民幣,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》網上遊戲顯著貢獻及《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元上調至40元。

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