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《大行報告》野村上調網易-S(09999.HK)目標價至168元 評級「買入」
阿思達克 04-21 10:08
野村發表研究報告指,網易-S(09999.HK)今年首季收入預計將按年增長7%至250億元人民幣,較市場預測高出約2%,主要來自手機遊戲業務收入預期增長12%所帶動。 報告指,在新遊戲《蛋仔派對》的推動下,野村移動遊戲業務首季流水可能超過20億元人民幣,相當於去年移動遊戲收入的4%,又指公司的《逆水寒》電腦版極具人氣,預期相關手遊將於第二季推出,可成為另一增長動力,而《哈利波特魔法覺醒》計劃今年稍後在日本推出,亦將鞏固網易在當地市場的地位。 野村預計網易首季每股ADS盈利將增長13%至8.73元人民幣,認為公司股份回購及股息為股東提供良好回報,加上新遊戲料陸續推出,將今年收入及每股盈測上調3%及4%,重申「買入」評級,H股目標價由153元上調至168元。
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