交銀國際:維持網易(9999.HK)買入評級 目標價230港元
交銀國際發表研究報吿表示,網易(9999.HK)去年第四季經調整經營利潤為36億元人民幣,高於市場預期的32億元,總收入為198億元,按年增26%,按季增6%,符合該行預期。基於強大的遊戲運營能力和豐富的遊戲儲備,維持其買入評級,目標價230港元。
報吿指,預計網易今年第一季度收入按年增長16%至198億元人民幣,其中,遊戲收入按年增10%,主要受新遊戲推動,尤其是《天諭手遊》表現亮眼,估算首月流水超3億元。待上線遊戲方面,集團計劃第二季度及年中分別發佈一款PC遊戲,手遊儲備中包含多款旗艦IP遊戲,如《哈利.波特》、《指環王》、《暗黑破壞神》和《寶可夢大探險》,均將面向全球發行。

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