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《大行報告》大摩相信網易(NTES.US)股價60日內將升
阿思達克 05-25 10:43
摩根士丹利發表研究報告指,相信網易(NTES.US)的股價將在60日內上升,主因近期股份被拋售,短期估值更吸引,給予目標價115美元,評級「增持」。該行認為,現有遊戲和「蛋仔派對」推動遞延收入按季增長超過15%,以及網易最大遊戲「逆水寒手遊」的發布,導致集團在今年剩餘時間裡每個季度都在加快增長,又認為研發和銷售費用可能會節省額外的成本,移除利潤率較低的暴雪遊戲,以及減少非遊戲業務的虧損。 除了逆水寒手遊,網易還將在6月發布「Badlanders」和「巔峰極速」,並在7月發布「三國BLADE:再戰」,及在夏季發布「哈利波特國際版」,並可能在下半年發布「蛋仔派對國際版」和「燕雲十六聲」。 該行指,該股的2023年預期市盈率為15至16倍,未來自由現金流收益率為8至9%。
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