《大行報告》中金料網易(09999.HK)次季非通用會計準則淨利潤按年增長15%
中金發表報告,料網易(09999.HK)(NTES.US)次季非通用會計準則淨利潤按年增長15%至62億元人民幣,高於市場預期4%;收入按年升7%至247億元人民幣,大致符合市場預期。
該行預期網易旗下遊戲季度遊戲流水穩定,遊戲與增值服務季度收入按年升7%,當中手遊收入按年升15%。其中《蛋仔派對》上月周年活動提振日活躍用戶及其他用戶數據至按月增長,在iPhone平台月度流水更升至新高。《夢幻西遊》等旗艦遊戲流水增長穩定,新遊戲如《超凡先鋒》亦帶來貢獻,上月20日推出的《巔峰極速》流水亦超預期。
該行亦料,網易有道季度收入按年升24%至12億元人民幣,受惠去年低基數。網易雲音樂(09899.HK)季度收入則料按年持平至22億元人民幣。
該行予網易「跑贏行業」評級,H股及ADR目標價分別上調至190元及121美元。
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