中金:心動公司(2400.HK)自研能力持續提升 維持跑贏行業評級
中金研報指,6月16日至18日召開2021下半年投資中期策略會,邀請到心動公司(2400.HK)與投資人進行交流。看好公司自研能力持續提升,及遊戲內容與TapTap平台互相賦能的長期發展潛力。維持對公司跑贏行業評級,目標價69港元,較當前股價約有24.5%的上行空間。
中金稱,公司在研新品儲備豐厚,部分陸續進入測試階段。公司表示,目前公司8個工作室儲備有13個項目在研,其中多款新品陸續進入測試階段:《火炬之光》(刪檔測試)、平台格鬥遊戲(不刪檔測試)、第三人稱視角射擊遊戲(不刪檔測試)已經進入篝火測試(已上線未商業化)階段;《心動小鎮》、《項目A)《項目SSRPG》有望下半年陸續進入篝火測試階段。
老遊戲方面,公司表示由於新遊戲目前還未商業化,因此老遊戲貢獻了公司主要收入,目前其流水處於自然下滑過程中。該行認為,公司目前仍處於遊戲研發的投入期,整體研發節奏正常推進;考慮部分產品已經進入測試階段,預計未來隨着新品陸續商業化,有望為公司貢獻流水增量及提升TapTap平台吸引力。
報吿提到,TapTap平台改版持續推進,內容運營力度加大。公司表示上半年TapTap平台整體發展穩健《摩爾莊園》及公司6月上旬上線的獨佔產品《江湖悠悠》下載量突破百萬次提升了平台的用户活躍度。

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