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研報掘金丨華福證券:吉比特23-24年遊戲新週期有望提速 維持“買入”評級
格隆匯 04-27 16:59
格隆匯4月27日丨華福證券27日研報稱,吉比特(603444.SH)23Q1歸母淨利潤為3.07億元,同比減少12.33;扣非歸母淨利潤為2.81億元,同比減少15.76%。受部分玩家增強線下娛樂、線上遊戲時間減少等因素影響,23Q1公司核心產品《問道手遊》、《一念逍遙》兩款產品流水同比有所減少,但仍穩定保持較高的熱度。《一念逍遙》(大陸版)春節期間通過與《斗羅大陸》小説聯動帶動新增用户破圈和大量老玩家迴流,實現DAU破新高。 該行考慮到重點自研產品《不朽家族》新獲版號,23-24年公司遊戲新週期有望提速,略調高23-25年業績,預計公司23-25年歸母淨利潤為16.72/19.47/22.16億元(前次為16.47/19.21/22.01億元),給予吉比特23年28倍PE,目標價至651.04元,對應目標市值為468.75億元,維持“買入”評級。
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