《大行報告》中信証券:心動公司(02400.HK)收購Lean Cloud可令開發者服務升級 上望113元
中信証券發表報告表示,重申對心動公司(02400.HK)「買入」評級及目標價113元,本周二(6日)公司宣布完成了對後端雲服務解決方案提供商Lean Cloud的收購,該行認為本次收購有望推進TapTap平台ToB業務開發者服務的發展,賦能更多的遊戲開發者,TapTap平台在遊戲產業地位有望持續提升。
該行指,心動公司引入嗶哩嗶哩-SW(09626.HK)(BILI.US)等產業股東,估計未來有望開展深入合作。心動公司自研遊戲有望在2021年底至2022年收獲成果,遊戲業務有望重回增長;TapTap產品形態上持續迭代,內容社區建設不斷推進,泛遊戲化內容平台加速發展,用戶規模有望持續增長。
中信証券指,LeanCloud為移動應用開發者提供後端雲服務(BaaS),其中遊戲解決方案功能強大,賦能廣大遊戲開發,本次收購後TapTap開發者服務與LeanCloud業務有望實現順利整合。
該行維持心動公司2021年每股虧損0.2元人民幣預測,維持2022年每股盈利預測為零,估計2023年每股盈利預測為0.2元人民幣。
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