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中金:上调心动公司(2400.HK)目标价至42.3港元 维持跑赢行业评级
格隆汇 07-15 16:57

中金发表研究报告表示,目前心动公司(2400.HK)有多款新品集中发布,平台游戏内容供给丰富。此次发布会TapTap公布了16款游戏的最新进展,其中9款为心动发行或TapTap独家上线产品,中金认为,丰富的产品矩阵将促进TapTap用户规模的持续扩大,预计2020年用户规模有望达到2490万人,较2019年的1790万人同比增加39%。

除发布多款游戏外,心动还与海外游戏发行商505 Games建立合作伙伴关系,例如心动将代理《泰拉瑞亚》手游在中国内地及港澳台地区的发行。中金认为公司在全球拓展合作伙伴,表明游戏厂商对心动发行能力及TapTap平台价值的认可,有助于提高平台的国际化发展速度。将心动公司目标价由28.2港元上调至42.3港元,维持“跑赢行业”评级。

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