《大行報告》中金料網易(09999.HK)去年經調整淨利潤升19% 指穩健業績支撐成「避風港」
中金髮表報告,預計網易(09999.HK)去年第四季度收入將按年增長25%至246億元人民幣(下同),經調整淨利潤將按季增長4億元至43億元,全年經調整淨利潤按年增長19%至174億元,較該行早前預期低6億元,主要由於匯率損失等因素。
中金指,網易重磅新遊潛力逐步釋放,預計去年第四季度手遊和端遊收入將分別按年增長36%和33%至132億和49億元,遊戲總收入按年增長35%至181億元。受益於《哈利波特》海外、《暗黑破壞神》手遊等新遊貢獻,預計2022全年手遊和端遊收入將分別按年增長23%和16%,遊戲總收入按年增長21%至766億元。另預計創新業務去年第四季度收入將按年增3%至54億元
該行預計網易2021和2022全年毛利率分別爲53.4%和52.8%,並維持2021和2022年收入預測及2022年盈利預測,下調2021年經調整淨利潤3%至174億元,預計2023年經調整淨利潤爲238億元,維持「跑贏行業」評級,目標價218港元,指穩健業績支撐成「避風港」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.