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《大行報告》美銀證券下調網易-S(09999.HK)目標價至179元 評級「買入」
阿思達克 02-27 15:50
美銀證券發表研究報告指,網易(09999.HK)(NTES.US)至今已有多款遊戲產品獲批版號,加上市場預期公司將推出《哈利波特:魔法覺醒》及《永劫無間手遊》國際版,預期新遊戲產品管線足以抵銷與動視暴雪終止合作所帶來的影響。 該行指出,網易新推出的休閒競技手遊《蛋仔派對》每月活躍用戶達到3,000萬人,超越公司其他所有遊戲,與《暗黑破壞神手遊》一同顯示出網易相當穩定地推出熱門遊戲的能力。 網易正擴大全球研發能力,近期收購加拿大的SkyBox Labs,並在海外成立另一個工作室Spliced。美銀表示維持2022至2023年每股盈利預測,並將2024年預測略微上調,估計今年經營利潤率基本穩定,基於估值將目標價下調至179元,重申「買入」評級。
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