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《大行報告》摩通下調多隻內地手遊股目標價 降祖龍(09990.HK)評級至「中性」
摩根大通發表報告指,中資手遊股股價年初至今平均下跌了27%,相信內地遊戲市場的增長放慢,已觸發行業性的估值向下重評至歷史新低水平。 摩通預期,基於今年上半年的收入基數下跌,行業下半年的按年增長將溫和加快。而下半年主要的不明朗性包括主要遊戲的上市許可,及內地解除封城後的遊戲玩家消費習慣等。 行業中,該行的選股次序為騰訊(00700.HK)、網易(09999.HK)及三七互娛(002555.SZ),認為三企未來一至兩年推出的遊戲產品線穩健,且有強勁的海外遊戲表現。 摩通下調多隻內地手遊股目標價(另見表),並將祖龍娛樂(09990.HK)股份評級由「增持」降至「中性」。該行更喜好行業中的大型股,主要認為大企業的遊戲組合表現更加有把握。
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