《大行報告》大和:手遊公司爭取App商店提成減少屬利好 升騰訊(00700.HK)目標價至850元
大和發表研究報告,指內地手遊公司透過推出新遊戲時繞過一些第三方Android應用程式商店,尋求將後者提成比率由約50%降至約30%,在下游渠道取回更多議價能力。該行亦留意到年輕一代遊戲玩家擁抱遊戲社群。
報告稱,相信手遊公司會受合理的利潤分成所激勵,爭取可持續長期增長,並確認對內地線上遊戲板塊正面看法,首選騰訊(00700.HK)、B站(BILI.US)及網易(09999.HK);並料騰訊及網易直接受惠潛在應用程式商店提成減少,亦提升兩者目標價,騰訊由700元升至850元,網易則由187升至235元,評級均為「買入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.