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大行评级|里昂:上调金山软件目标价至37.2港元 第三季游戏业务有惊喜

Gelonghui Finance ·  Nov 21, 2024 03:04

格隆汇11月21日|里昂发表报告指,金山软件游戏业务有惊喜,第三季游戏收入及利润好过预期,当中游戏收入按年增长78%。该行指,公司今年的游戏表现异常强劲,可能为2025财政年度奠下高基数,但2025年的五款新游戏势头仍然稳固。里昂上调金山软件2024和2025年纯利预测各26%和14%,以反映游戏业务预测获上调。由于预测改变及小米与金山软件生态系统在更新框架协议下可能产生更好的协同效应,令控股公司折让降低,将目标价由29.5港元上调至37.2港元,维持“跑赢大市”评级。

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