Bank of China International Kingsoft to maintain long-term buy rating sichen

Bocom International: Kingsoft to maintain long-term buy rating Sina App: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future of the way out? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. Center for Internet research and Innovation: CPA, Sun Mengqi: Xinyu Valley investor day minutes – still optimistic about the long-term growth potential, target price raised       we participated in the Jinshan investor day activities, the strategy of the present situation and development of various business segments of the company made a further update. The game, the three musketeers of steady growth, higher than the industry growth rate, JX version Mobile Games successfully test the water, the other two Mobile Games, JX world, Finger Lakes will be held in the near future and the next year, the world cup test data reflect good positioning, play three games are different, the latter two positioning younger user groups. 17 years will launch three musketeers reset version, to improve to meet the demand of exquisite picture of game player based on PC, the Three Musketeers Mobile Games will be launched 18 years. The cheetah, Facebook advertising algorithm caused by changes in the 2 quarter cheetah overseas advertising revenue decline, the 3 quarter revenue stability, the future products revenue will steady growth, will focus on the increase in the developed area. The cheetah will serve as a carrier to content transformation tools, News Republic  and broadcast news products; products Live.me ranking, with the development of technology, and over 600 million users in the future scale, personalized recommendation, still have the potential of precision advertising. Chinese cloud services market is still in the initial stage, the future still has a huge development space, Jinshan cloud public cloud service providers is the fastest growing company, benefit from the Jinshan system support, and Internet Co, the traditional enterprise demand for cloud is more and more big, the future development potential of large Jinshan cloud. WPS mobile terminal DAU more than 20 million, the future will be further enhanced from the tool flow of profit model to software services, value-added services through the Internet, advertising model will be the driving force for the next round of growth WPS. We are still very optimistic about the Jinshan team, the company is in the trough, but in the future we still see the Jinshan shares upward momentum, such as: 1) the Three Musketeers and Mobile Games than expected; 2) monetization process accelerated WPS; 3) cheetah content transformation, re combing internal management will also bring efficiency upgrade. The Jinshan game business was better than expected, the world cup Mobile Games version of the upcoming 201617 years, increased revenues were 2% and 1%, profits were up 5% and 3%. Raised the target price to HK $18.7, corresponding to 21x 20x 17E PE, to maintain long-term buy rating 2016E. (both) to enter the Sina financial stocks] discussion相关的主题文章: