港股異動 | 心動公司盤中漲超13%,美銀首予其"買入"評級
uSMART盈立智投2月1日消息,週一港股早盤,心動公司高開高走,截至9:58分,心動公司盤中漲超13%,股價最高觸及75.95港元,續創歷史新高。
上個交易日,心動公司大漲13.61%。
美銀證券此前發佈研究報告稱,首予心動公司"買入"評級,目標價72港元,預計2020-22年經調整純利各3.33億、5.05億及6.57億元人民幣。
報告中稱,此按現金流折現率作估值,稱公司擁有內地最大遊戲社區TapTap、及作爲一間網遊營運商,隨着自身研發遊戲推出,估計心動公司於2021年-22年盈利年複合增長率將會加快至39%。
該行表示,心動旗下TapTap滲透率仍低,該行預計其MAU(每月活躍用戶)將隨着TapTap上分發的遊戲數量不斷增加。AppsFlyer預計亞太地區遊戲應用APP安裝廣告支出的複合增長率達26%,預計TapTap的市場份額可上升。
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