金山(03888.HK)倒跌逾7%失守百天線 季績後獲利盤湧現
金山軟件(03888.HK)首季業績扭虧轉賺約626萬人民幣,總營收年增32%,但環比降21%,交銀國際績後降金山評級至「中性」以反映公司首季收入低預期。該股承過去兩天彈勢,今早高開3%見27.75元無以為繼,獲利盤湧現,股價掉頭失守百天線及50天線(25.25元及25.6元),最低見24.65元,現造24.95元,倒跌7.2%,成交達1,800萬股,已超過昨天全日成交量1,693萬股。
金山公布,首季業績扭虧轉賺625.7萬元人民幣(下同),上年同期蝕6,776.4萬元。期內,營收按年升32%至11.71億元,但環比降21%;其中網絡遊戲收入環比降15%至7.81億元,按年升30%;辦公軟件及服務等其他收益環比降31%至3.91億元,按年升36%。交銀國際認為,金山首季收入低於預期,股價缺乏催化劑,下調其評級至「中性」。
不過,匯豐績後升金山目標價3.4%至36港元,以反映首季業績受惠線上遊戲貢獻強勁勝預期,上調公司未來數年盈測8%-168%。花旗績後也略升金山目標價至32港元及重申「買入」評級,以反映公司首季雲業務與WPS收入符預期及遊戲業務表現勝預期。
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