《大行报告》摩通首予IGG(00799.HK)「中性」评级 目标价8元
摩通首次给予IGG(00799.HK)「中性」投资评级,目标价8元,指公司是领先的全球游戏开发/发行商,在模拟战略类游戏(SLG)类别上拥有丰富的专业知识。该行对全球手机游戏机会感到正面,而IGG旗下游戏《王国纪元》是全球表现最好的游戏之一。在今年7月,每月收入达到6,000万美元,主要是受惠於内容更新。
摩通预期,《王国纪元》的强劲表现将带动IGG的收入在今年下半年录正增长。但另一方面,该行忧虑公司的收入集中,《王国纪元》在上半年占公司整体收入84%,而公司自2018年12月推出《战地王座:氏族争霸》後,就没有再推出其他热门游戏。此外,全球模拟战略类游戏市场竞争激烈。
公司的股价在今年来累升32%,主要是由於投资者对强劲的《王国纪元》表现持正面态度,建议投资者静观其变,直至新游戏《Dress Up!》及《Omega Legends》在表现上获更多可见性为止。
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