大和:維持網易(9999.HK)買入評級 目標價235港元
大和總研發表研究報吿指,網易(9999.HK)第四季手遊收入按年升19%;非通用會計準則EBIT大致符合預期,維持其買入評級,目標價維持235港元。
大和指,網易的手遊業務在2021年的能見度進一步提升,因為數款高潛力遊戲在中國獲得了變現化的批准,同時其豐富的產品管線獲得認可。該行預計,2021年手遊收入將按年增長17%;PC遊戲收入將按年增長4%。
該行認為,2021年將是網易走向全球的重要一年,一些預期面向全球的遊戲已準備就緒。該行將其2021-22年收入預測上調2%,以反映其創新業務收入優於預期。

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