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《大行报告》花旗上调IGG(00799.HK)目标价至12.5元 评级「中性」
阿思达克 03-08 16:03
花旗发表的研究报告指,IGG(00799.HK)去年下半年收入升25%至3.92亿美元,高过该行预期,主要受惠「王国纪元」营收强劲,期内核心盈利6,900万美元,较该行预测低19%,主要因为营销及研发开支增加。公司除原有游戏录增长外,新游戏「奇幻书境物语」1月份营收亦达300万美元。该行指出公司股价今年以来已升55%,已反映「王国纪元」营收的强劲势头,相信下一个重估催化剂将为新游戏表现,不过认为相关层面乏可见性。该行将公司2021/22年每股盈测分别升6%及21%,以反映「王国纪元」收入表现较好,目标价由9.7元升至12.5元,评级「中性」。

该行指出「王国纪元」於2016年推出,已回复至增长阶段,去年12月营收达6,600万美元,去年底月活跃用户1,370万人,料相关增长势头可持续至2021年,主要受惠美国表现强劲,同时公司亦计划与圣斗士星矢在「王国纪元」推出联营合作。(el/k)

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