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《大行報告》中金:心動公司(02400.HK)內容供給豐富助TapTap用戶增 自研能力續強化
阿思達克 09-18 11:55
中金發表報告表示,近期對心動公司(02400.HK)進行調研,與公司高管就TapTap平台經營狀況及新遊研發進度等進行了交流,指公司內容供給豐富助TapTap用戶規模增長,自研能力續強化,維持對心動公司「跑贏行業」評級及目標價42.3元,相當明年預測市盈率27倍,有12.2%上行空間。

該行指,心動公司旗下《原神》疊加多款獨佔產品陸續上線,內容供給豐富望助TapTap用戶規模增長。公司表示,米哈游研發的《原神》PC版已於9月15日開啟不刪檔技術性開放測試,並僅在在官網及TapTap提供下載;包括移動版在內的多平台公測將於9月28日在官網、 TapTap及B站開放。作為備受市場關注的大作,《原神》移動版在TapTap評分7.1分,預約人數超310萬人;官網、B站及海外預約人數超1,420萬人。

除在TapTap預約下載交流外,玩家還可使用TapTap賬號登陸《原神》。此外,公司計劃今年第四季陸續上線多款獨店遊戲,包括《人類跌落夢境》(598萬人預約)、《泰拉瑞亞》(36萬人預約)等。今年上半年期間TapTap App平均月活用戶數已達2,480萬人,按年增長51.9%;該行判斷《原神》及其他多款獨佔產品的上線將幫助 TapTap 實現用戶規模和用戶活躍度的逐季提升,預計2020年TapTap App平均 MAU 有望達到2,775萬人,按年增長55%。

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