海通:Nexon透露由腾讯代理「地下城与勇士」次季逊预期 但月中将推手游版
海通国际发表报告表示,在日本上市的游戏商Nexon(3659.JP)公布今年第二季业绩,该公司旗下一些游戏在内地主要由腾讯(00700.HK)代理营运。Nexon於今年第二财季按固定汇率计在内地业务收入按年跌4%(按季跌43%),符合该行原先料腾讯今年第二季个人电脑游戏收入按年跌5%预测。
该行指,Nexon亦指出《地下城与勇士》在中国内地表低於预期,主要因3月更新後,活跃及付费玩家下降,月活跃用户较预期少。而Nexon料按固定汇率计在中国内地今年第三季收入按年升33%至60%,主要由於8月12日在内地推出《地下城与勇士》手游(在内地由腾讯代理),率先注用玩家已达6,000万人。
海通国际维持对腾讯「跑赢大市」评级,按现金流折现率作估值,目标价580元。(wl/u)
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