《大行報告》麥格理對內地網絡遊戲行業發展看法更正面 偏好騰訊(00700.HK)及網易(09999.HK)
麥格理發表評級報告指,國家新聞出版署在7月12日發放第三批遊戲許可證,批出共67款遊戲,截至今年次季,共有172款遊戲已獲批;該行認為,今次審批對市場情緒呈正面影響,符合該行預期,預料若當局的批准頻率不斷增加,有利提高該行業在新遊戲發行和遊戲相關廣告業務方面的能見度。
該行表示,對內地網絡遊戲行業發展較為看好、其次是電子商務和雲服務,主因基於遊戲行業的監管透明度和盈利可見度更高,以及全球化帶來增長的新引擎。
該行表示,偏好騰訊(00700.HK)及網易(09999.HK),騰訊為該行首選,指視頻賬戶貨幣化、國際遊戲、雲服務,均是推動明年盈利增長重新加速的關鍵催化劑。
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