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《大行報告》大摩料網易-S(09999.HK)上季收入按年升2%至248億人民幣 非通用會計準測經營利潤升6%至60億人民幣
摩根士丹利發表報告指,預期受旗下休閒競技手遊《蛋仔派對》、MMORPG手遊《逆水寒》獲批及版號重新發放所帶動,估計網易-S(09999.HK)(NTES.US)去年第四季收入將按年增長2%至248億元人民幣,當中遊戲收入料增長3%至179億元人民幣,非通用會計準則下經營利潤預期達到60億元人民幣,按年增長6%。 至於今年首季,大摩則預期收入可按年增長6%至250.99億人民幣,高於去年第四季增幅,主要來自於《蛋仔派對》收入貢獻,預期該遊戲收入在過去兩個月強勁增長,而且由於流量強勁及擁有強大的社交功能,壽命預期較長。該行料網易今年首季非通用會計準則下經營利潤67.13億人民幣按年升7.4%。 網易與動視暴雪(ATVI.US)合作的大部分遊戲服務於1月23日正式中止,大摩預期將為公司帶來約7億元人民幣的季度拖累。 憧憬未來有更多遊戲可獲批版號,該行預期網易今年度非通用會計準則下經營利潤可按年增長11%,而全年遊戲收入則預期增長6%,給予網易(NTES.US)目標價107美元,評級為「增持」。
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