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《大行報告》大摩上調網易(NTES.US)目標價至115美元 評級「增持」
阿思達克 04-19 09:26
摩根士丹利發表研究報告表示,網易(NTES.US)年初至今股價表現跑贏該行覆蓋的所有內地大型科技股,但旗下休閒競技手遊《蛋仔派對》的長生命週期、該遊戲或可能推出國際版,以及下半年公司或發布動作遊戲《燕雲十六聲》等利好因素,尚未完全反映在股價之上,因此繼續將網易列為首選股份之一,評級「增持」。 大摩將網易2023年的遊戲收入增長率預測提高10個百分點,至按年增長14%至15%,經營利潤預測較市場預期高6%,認為公司估值仍然具有吸引力,將網易(NTES.US)目標價上調至115美元,對應今明兩年預測市盈率約21.5及20倍。
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