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大和:重申網易(9999.HK)買入評級 目標價上調至250港元
格隆匯 05-20 12:58

大和發表研究報吿指,由於網易(9999.HK)下半年遊戲儲備強勁,故上調今年遊戲收入預測;公司在西方市場成功推出遊戲料可成為股價獲重估的催化劑,重申對其買入評級,並將目標價由235港元上調至250港元。

大和表示,網易首季所有業務收入按年增長強勁,帶動盈利表現勝預期,其中在線遊戲收入按年升11%,主要由於手遊收入按年增15%所帶動,增幅優於該行預期。季內公司推出手遊《天諭》月流水相當於《第五人格》或《陰陽師》,令首季遞延收入按季增10%,估計將推動次季手遊收入按年及按季分別增16%及6%。考慮到公司今年將推出數款遊戲及料在全球推出《哈利波特》等遊戲,故將今年其手遊收入預測由按年升17%,上調至升22%,主因預期下半年手遊收入將按年升29%;同時升今、明兩年收入4%。

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