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《大行報告》大摩上調網易(NTES.US)目標價至130美元 料次季非通用會計準則淨利潤按年升13%
阿思達克 07-18 10:57
摩根士丹利發表研究報告指出,網易(09999.HK)今年迄今股價累升45%,跑贏恆生科技指數同期的2%升幅,主要受惠於《蛋仔派對》、《巔峰極速》及《逆水寒》三款手遊多項正面驚喜所推動。該行認為該三款手遊具強勁的生命力,因此對公司今年遊戲收入按年增長預測上調至16%,下半年料增長24%。 此外,該行考慮到網易未來6至9個月期間,在《蛋仔派對》海外版本《Eggy Party》、《巔峰極速》海外版本《Racing master》、《燕雲十六聲》、《零號任務》、《永劫無間》PS5及手遊的推動下,或將在2023年基礎上,每年增加約150億元人民幣或約20%的貢獻。 該行對網易(NTES.US)目標價由120美元上調至130美元,評級「增持」,並重申為行業首選股,認為公司新遊戲主要從今年第三季開始推動增長,料次季遊戲收入按年增長9%至183億元人民幣,非美國通用會計準則下經營溢利及淨利潤分別按年升17%及13%,至67億及61億元人民幣。
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