中手遊今日除權漲3.42% 每股派息0.0928港元
據悉,中手遊(0302.HK)今日除權,擬派末期息每股0.0928港元。早盤最高報3.42港元,漲3.42%,最新總市值93.84億港元。
消息面上,近日中手遊與華為達成遊戲業務戰略合作,雙方將積極在遊戲深度聯運、IP衍生品及品牌、HMS生態、遊戲競爭力等領域開展全面深入的合作。中手遊將觸達超過7.3億華為終端用户。嗶哩嗶哩亦於近期完成認購中手遊1.98億股,持股7.15% 。雙方同時訂立優先合作權,中手遊除了在B站內容優先合作外,發行遊戲時也會優先在B站平台深度推廣等,強調雙方屬協同合作,在遊戲上可有深度融合。
產品層面,中手遊與朝夕光年聯合出品的《航海王熱血航線》和自主發行的《斗羅大陸-鬥神再臨》均已成功上線,其中《航海王熱血航線》上線後連續3天登頂iOS免費榜,iOS暢銷榜基本保持在TOP5以內。根據伽馬數據發佈的《2021年4月移動遊戲報吿》數據顯示,《航海王熱血航線》位居新遊首月流水測算榜榜首,首月流水預估超過4億元。
國泰君安於首次覆蓋報吿中認為,中手遊當前處於估值低位,在產品催化等邏輯下,有望迎來估值修復,具有較高性價比。預計2021年淨利潤10.42億人民幣,當前市值對應2021PE約7.5倍。目標價4.96港元,給予“增持”評級。法國巴黎銀行研報中稱,隨着重點遊戲2021年上線,預計中手遊2021年度收入將達到50.09億元,對應增速為31.1%。經調整後淨利潤為10.21億,對應增速26.5%。基於此,調整中手遊每股目標價為4.55港元,並給予公司“買入”評級。
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