金山軟件(3888.HK): 遊戲、辦公軟件、雲業務齊頭並進 October 8, 2018 1010

投資概要

公司是中國領先的互聯網公司,2013-2017年,公司年收入複合增速高達40%。公司未 來確立專注遊戲、雲業務、辦公軟件三大業務板塊。我們看好公司作為老牌遊戲開發 公司,旗下經典IP有望持續貢獻增張;作為遊戲雲與視頻雲先行者,公司將加速拓展 垂直領域,提供政務、醫療、金融等垂直行業的雲服務解決方案;辦公軟件業務國內 市場份額領先,啟動深交所上市進程釋放未來價值。我們給予目標價18.8港元,買入 評級。

About the author

Profile photo of Eurus Zhou

Eurus Zhou
Phillip Securities (HK)

Graduated from Hong Kong Polytechnic University, Master of Finance (Investment Management). Possess bachelor degree majoring in Financial Management from Southwestern University of Finance and Economics. Focus on industry prospect and corporate fundamentals to explore investment value and cover pharmaceutical and consumer industry.

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