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《大行報告》美銀證券上調網易(09999.HK)目標價至199元 評級「買入」
阿思達克 05-29 10:11
美銀證券發表研報指,在手遊《蛋仔派對》強勁勢頭和現有遊戲的推動下,網易(09999.HK)(NTES.US)今年首季業績繼續表現穩健,手遊業務收入按年增長16%;《夢幻西遊》及《第五人格》收入創歷史新高。 公司透露《蛋仔派對》近期在東南亞試營運,可能於今年底至明年正式在海外市場推出,另外旗下手遊《逆水寒》將於下月底推出,《哈利波特:魔法覺醒》海外版則將於今年夏季推出,美銀預期均有助於擴大其海外業務。 美銀又指,網易首季毛利率表現好過預期,表明公司在渠道上持續優化,自有渠道貢獻提升,Android 渠道費用下降,料將於進一步提高利潤率,因此將今明兩年每股盈利預測上調 12%及2%,目標價升至199元,並重申「買入」評級。
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