《大行報告》瑞銀上調網易-S(09999.HK)目標價至178元 評級「買入」
瑞銀發表報告指,網易-S(09999.HK)的MMORPG遊戲《逆水寒》於6月30日公測,並在iOS暢銷排行榜上迅速上升及維持在第二名。該行認為,是次遊戲發布表現強勁,符合市場及瑞銀的預期。該行認為,集團對該IP的擁有權應該能夠令其在內容更新方面有更大的靈活性。
該行將集團第三及第四季的每股盈測分別上調2.7%和0.5%,帶動全年每股盈測上調0.8%,又將H股目標價由175元上調至178元,評級「買入」。該行表示,由於投資者為集團推出備受期待的《逆水寒》做好了準備,其最近的表現強勁。隨著近期強勁遊戲的營收計入損益表,該行認為市場對集團第二及第三季的業績預測有望獲上調,而此前任何近期下跌都是特別有吸引力的買入機會。
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