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《大行報告》網易(09999.HK)投資評級及目標價(表)
阿思達克 02-14 12:27
網易-S(09999.HK)將於下周四(23日)公布去年業績,受惠遊戲服務表現良好及非遊戲業務虧損收窄,本網綜合15間券商預測,網易2022年非公認會計準則下歸屬於公司股東的淨利潤料介乎221.67億至242.32億元人民幣,較2021年197.62億元人民幣,按年上升12.2%至22.6%;中位數232.81億元人民幣,按年升17.8%。 綜合18間券商預測,網易2022年純利料介乎191.52億至215.61億元人民幣,較2021年純利168.57億人民幣,按年上升13.6%至27.9%;中位數205.38億元人民幣,按年增加21.8%。基於《蛋仔派對》近期遊戲表現強勁、《逆水寒手遊》版號獲批,市場將關注網易管理層對網遊業務最新指引、《逆水寒手遊》手遊進度(關注上線日期)、網易有道推ChatGPT同源技術產品的進展等。 下表列出17間券商對網易(09999.HK)評級及目標價: 券商│投資評級│目標價(港元) 美銀證券│買入│191元 瑞信│跑贏大市│189.1元 麥格理│跑贏大市│188元 廣發証券│買入│179.32元 招商證券國際│增持│177元 中金│跑贏行業│175元 富瑞│買入│169元 瑞銀│買入│168元 中信証券│買入│165元 高盛│買入│165元 匯豐環球研究│買入│164元 工銀國際│跑贏大市│161.7元 建銀國際│跑贏大市│156.8元 中銀國際│買入│150.5元 國泰君安│買入│150元 第一上海│買入│140.42元 摩根大通│中性│115元
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