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大行評級丨大摩:上調網易目標價至130美元 重申為行業首選股
格隆匯 07-18 14:12
格隆匯7月18日丨摩根士丹利發表研究報吿指出,網易今年迄今股價累升45%,跑贏恒生科技指數同期的2%升幅,主要受惠於《蛋仔派對》、《巔峯極速》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%。該行對網易美股ADR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,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。
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