港股異動 | 祖龍娛樂大漲13%,上半年業績符合盈利預期
uSMART友信智投9月2日消息,週三港股,次新股祖龍娛樂高開高走,午後漲幅進一步擴大至13.65%(截至15:27分),報26.6港元,股市創上市以來新高。
自從8月28日盤後發佈中期業績以來,祖龍娛樂已經連漲三天,累計漲幅高達19%。
上半年業績符合盈利預期
機構唱多
祖龍娛樂於8月28日發佈了2020年上半年業績,業績符合預期:收入同比上漲89.6%至6.02億元;調整後淨利潤爲1.52億元,同比增長1,195.7%,主要由於現有遊戲及自主研發海外新產品的強勢表現,與盈利預警一致。
中金於8月30日發佈研報稱,祖龍娛樂有望通過加大研發投入,招聘研發人員,進一步鞏固研發優勢。從長遠來看,公司擁有多品類的優質遊戲產品,計劃在2020至2022年間推出8款遊戲,涵蓋MMORPG、SLG等品類。其中《鴻圖之下》及《夢想新大陸》計劃由騰訊代理於2020年4季度發行上線,同時公司將上線《龍族幻想》越南版。中金認爲,多品類新遊的發佈將在未來進一步提振公司業績。
中金維持祖龍娛樂2020年和2021年盈利預測不變。當前股價對應15倍2021年市盈率。維持跑贏行業評級和目標價30港元。
國金證券給予祖龍娛樂買進的初始評級,目標價27.7港元。
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