港股異動 | 網易(9999.HK)漲3.21% 下半年新遊戲業務將令收入增長
格隆匯10月9日丨網易(9999.HK)高開高走,現漲3.21%,報138.2港元,總市值4775億港元。Sensor Tower商店情報平台顯示,根據2020年9月中國手遊發行商在全球App Store和Google Play的收入排名,榜單中30家廠商9月全球吸金19.2億美元,佔當期全球手遊總收入28.8%。其中,騰訊、網易繼續排名前兩位。大和發最新研報指,網易將於11月公佈第三季度業績,預計第三季手機遊戲收入同比升29.4%至106億元人民幣,推出的新遊戲業務也將令收入增長,預計總遊戲收入同比升24%至143億元。但由於有道的推廣費用及研發開支上升。大和將公司2020-22年每股盈利預測下調3-17%。不過,該行預計網易第四季將推出新遊戲,及進一步回購,而這或將成為推動股價上升的催化劑。該行重申其“買入”評級,將目標價由180港元下調至172港元,但較現價仍有24%的上升空間。

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