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大行評級 | 大和:網易去年第四季手機遊戲收入遜預期 維持“買入”評級
格隆匯 02-24 16:20
格隆匯2月24日丨大和發研報指,網易(9999.HK)去年第四季的手機遊戲收入遜該行預期,而去年第三季度旗下游戲《FWJ》流水創新高,有助公司在去年第四季的個人電腦遊戲業務收入同比升6.7%,但料截至去年第四季末的遊戲的遞延收入將較去年第三季末收縮16%,維持目標價165港元及“買入”評級。該行表示,公司今年的遊戲渠道仍然強勁,在中國市場方面,《大話西遊:歸來》將於3月推出,手機遊戲《逆水寒》亦準備今年上半年推出,而今年面向海外市場發佈的《哈利波特:魔法覺醒》及其新內容可能會重新引起中國玩家的興趣,料今年線上遊戲服務收入按年增長6%,亦認為其海外遊戲工作室的投資似乎可控。該股現報124.7港元,總市值4095億港元。

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