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《大行報告》花旗上調網易(NTES.US)目標價至115美元 評級「買入」
花旗發表報告指,雖然網易(NTES.US)去年第四季整體業績超該行預期,但當中非通用會計準則下淨利潤較市場預期低出約8%,主要是由於受動視暴雪(ATVI.US)協議單次性授權費用影響,令毛利率較低所致。 該行指,網易美股股價因市場情緒疲弱而下跌超過10%,但隨著休閒競技手遊《蛋仔派對》每日活躍用戶量已突破3,000萬人,網易再次向市場證明其開發實力及多元化遊戲種類。考慮到今年即將發布的產品,儘管去年基數很高,但花旗仍預測遊戲收入可增長10%。 花旗並將網易今明兩年收入預測上調8.7%及11.6%,非通用會計準則盈利預測則上調7.8%及10.3%,並將美股目標價從100美元上調至115美元,認為近期拋售為長期投資者帶來入市機會,予「買入」評級。
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