富瑞:維持網易(9999.HK)買入評級 目標價上調至197港元
富瑞發表研究報吿指,網易(9999.HK)第四季收入符合預期,盈利優於該行預期。該行指,線上遊戲收入按年升15.5%至134億元人民幣;有道收入按年升1.7倍至11.07億元、創新業務收入按年升41.3%至53億元人民幣,皆勝該行預期。該行維持其買入評級,目標價由179港元上調至197港元。
該行指,網易目標是在未來3年有30%收入來自海外地區,對比現時只有10%收入來自日本《荒野行動》。該行相信,網易將以自己的IP發行遊戲,將有在眾多遊戲公司中具競爭力。

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