港股异动 | 网易(9999.HK)涨3.21% 下半年新游戏业务将令收入增长
格隆汇10月9日丨网易(9999.HK)高开高走,现涨3.21%,报138.2港元,总市值4775亿港元。Sensor Tower商店情报平台显示,根据2020年9月中国手游发行商在全球App Store和Google Play的收入排名,榜单中30家厂商9月全球吸金19.2亿美元,占当期全球手游总收入28.8%。其中,腾讯、网易继续排名前两位。大和发最新研报指,网易将于11月公布第三季度业绩,预计第三季手机游戏收入同比升29.4%至106亿元人民币,推出的新游戏业务也将令收入增长,预计总游戏收入同比升24%至143亿元。但由于有道的推广费用及研发开支上升。大和将公司2020-22年每股盈利预测下调3-17%。不过,该行预计网易第四季将推出新游戏,及进一步回购,而这或将成为推动股价上升的催化剂。该行重申其“买入”评级,将目标价由180港元下调至172港元,但较现价仍有24%的上升空间。

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