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《大行報告》野村將網易(NTES.US)納入行業首選名單 評級「買入」
阿思達克 07-22 12:05
野村發表研究報告,將網易(09999.HK)(NTES.US)納入行業首選名單,指出公司旗下手機遊戲《暗黑破壞神:不朽》將於第三季在中國推出,而另一款手遊《哈利波特魔法覺醒》則預期於第四季在日本推出,將支持下半年業務增長,維持其「買入」評級及目標價126美元。 該行認為,線上遊戲業務較其他垂直行業更能抵禦宏觀經濟下行及疫情影響,通過將網易列入選股中,預期可以減輕投資組合中的疫情風險。 野村指出網易第二季缺乏大型遊戲推出,業務表現較疲弱,但相信第三季起將見增長,估計第二季總收入將按年增長12%至229億元人民幣,當中線上遊戲業務收入預期增長16%。次季綜合非公認會計準則營業利潤預期按年增長16%,達到52億元人民幣。
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