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港股異動 | 心動公司(2400.HK)逆勢漲5% 中泰證券首予買入評級
格隆匯 06-12 10:51
格隆匯6月12日丨心動公司(2400.HK)逆勢走強,現報29.45港元,漲幅4.99%,最新總市值126.1億港元。中泰證券指,公司近幾年不斷加碼自研,研發投入增速領先於行業,近三年的平均增速達到了59%,目前有8個項目處於開發階段。旗下TAPTAP及廣告收入潛在增長空間較大,平台用户超過84%為90後,根據QM數據顯示,國內移動遊戲玩家中90後佔比為50.3%,有3億左右的90後玩家,TAPTAP目前在90後中的滲透率僅為14.59%。同時TAPTAP當前僅開放一個廣告位,後續隨着平台遊戲進一步豐富,玩家在平台上活躍度增長,有望實現點擊量和廣告位增長雙提振。首次覆蓋,予以“買入”評級。

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