一文綜合大行於網易(09999.HK)公佈季績後最新評級、目標價及觀點
網易(09999.HK)今早股價受壓,盤中曾低見173.7元一度下挫5.1%,其後跌幅略收窄至逾3%。花旗指網易第三季收入表現鞏固,受惠個人電腦遊戲收入強勁,但非公認會計準則淨利潤則符預期,決定下調對其2022年及2023年公認會計準則淨利潤預測各4.4%及15.6%,反映網遊業務放慢預期等因素,下調對其美股目標價逾4%至136美元。
野村指網易第三季收入勝預期,純利則大致符合市場預期,指公司進行進取性的股份回購計劃,維持對其「買入」評級。而美銀證券則上調網易目標價由199港元升至226港元,重申「買入」評級,指可受惠推出新網遊。
【績後股價跌 觀網遊前景】
網易昨公佈今年第三季公司淨收入221.91億元人民幣,按年升18.9%,略勝市場預期。純利31.82億人民幣按年升6.1%,每股淨利潤0.15美元。非公認會計準則淨利潤爲38.58億元,按年增長5.1%,每股淨利潤0.18美元。第三季息0.045美元。
網易第三季在線遊戲服務淨收入爲159億元,按年增加14.7%。而有道淨收入爲14億元,按年增54.8%。創新業務及其他業務收入爲49億元,按年增加25.7%。公司宣佈,董事會已批準將股份回購計劃的金額增加至不超過30億美元。截至今年9月底,在該計劃下公司已回購約1,350萬股美國存託股份,共計約13億美元。
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券商本網綜合4間券商列出對其網易(09999.HK)投資評級及目標價:
券商|投資評級|目標價
瑞信|跑贏大市|209.25港元->224.75港元
美銀證券|買入|199港元->226港元
瑞銀|買入|198港元->215港元
摩根大通|增持|183.1港元->185港元
綜合8間券商列出對網易(NTES.US)投資評級及目標價:
券商|投資評級|目標價
瑞信|跑贏大市|135美元->145美元
美銀證券|買入|128美元->145美元
摩根士丹利|增持|140美元
瑞銀|買入|138美元->139美元
花旗|買入|142美元->136美元
裏昂|買入|134美元
野村|買入|126美元
摩根大通|增持|120美元
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券商|觀點
瑞信|季績優預期,上調2021年及2022年每股盈利預測各4%及8%
美銀證券|可受惠推出新遊戲
摩根士丹利|第三季度業績勝預期,料四季度遊戲收入按年增逾三成
瑞銀|第三季度業績良好,料四季度增長強勁並保持積極勢頭
花旗|豐富遊戲業務推動盈利呈增長勢頭
裏昂|網絡遊戲收入三季度反彈,網易雲保持強勁增長
野村|上季盈利大致符合市場預期
摩根大通|料《哈利波特》等重點遊戲發佈推動遊戲收入增長
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