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中手遊逆勢上漲9.05%,騰訊獨代《真三國無雙霸》定檔8月上線
格隆匯 07-21 14:45

格隆匯7月21日丨中手遊(0302.HK)截至午盤收市逆勢大漲9.05%,收報於4.82港元,漲幅位居港股遊戲板塊第一。成交2364.22萬股,涉資1.11億港元,最新市值133.42億港元。其它遊戲股,家鄉互動上漲5.56%,心動遊戲下跌4.75%。

市場消息方面,騰訊獨代中手遊研發的手遊產品《真·三國無雙 霸》昨日曝光定檔於8月5日全平台上線。據悉,該手遊改編自光榮特庫摩授權《真·三國無雙6》IP,是一款專注無雙品類賽道的ARPG遊戲。

機構方面,據天風證券近期發佈中手遊研究報吿稱,中手遊自研能力不斷提升,研發團隊持續擴充:後續遊戲儲備豐富,手游出海表現亮眼,將穩定貢獻流水增量:海外頂級IP獲取能力突出,IP遊戲生態進一步深化。該券商預計公司2021-23年淨利分別為10.72/13.2/15.86億元,據可比公司PE估值法,當前21年行業估值中樞為17.2x,予其21年目標估值15x,目標價6.97港元,首予“買入”評級。

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