中手遊(0302.HK)獲國泰君安首次覆蓋目標價4.96港元 新品《斗羅大陸-鬥神再臨》上線
4月28日,中手遊(0302.HK)獲國泰君安研報首次覆蓋,報吿給予中手遊目標價4.96港元,給予“增持”評級。報吿指出週期股視角看估值低位+產品催化,公司核心業務看IP護城河+強大發行能力+自研體系有望持續升級。從未來業務增量的爆發點出發,公司IP儲備豐富,重點產品蓄勢待發。預計中手遊2021-2023年的歸母淨利潤分別為10.42/12.74/16.17億元,對應PE分別為6.7X/5.5X/4.3X,給予公司21年10XPE估值,目標市值為124億港元,目標價4.96港元(匯率為港幣/人民幣=0.8363),首次覆蓋,給予“增持”評級。
據悉,由國內玄幻小説《斗羅大陸》正版授權,中手遊發行的《斗羅大陸-鬥魂再臨》手遊於今日全平台上線。產品此前獲得由OPPO、vivo、酷派、金立、聯想、華為、魅族、努比亞等國內一線智能手機制造商組成的硬核聯盟超明星推薦。《斗羅大陸》這部小説連載以來獲得驚人的6000萬點擊量,堪稱作者最有影響力和代表性的作品之一。而由其改編的《斗羅大陸-鬥魂再臨》作為一款魂獸獵殺冒險真3D鬥羅遊戲,玩家可自由選擇武魂形態,從而進擊封號鬥羅。
中手遊今日股價繼續上漲。截至發稿時間,中手遊盤中股價最高觸及3.6港元,創2個月曆史新高,市值達90億港元。
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