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《大行報告》里昂上調網易(NTES.US)目標價至125美元 評級「買入」
阿思達克 08-23 11:09
里昂發表報告指,網易(NTES.US)次季業績受惠於新重磅遊戲的推出,料總收入按年升8%至251億元人民幣,經調整稅息前利潤(EBIT)亦料按年升13%至64億元人民幣,手遊按年料升19%,受到《蛋仔派對》、《FWJ》及《巔峰時速》(Racing Master)的推動。另外,《逆水寒》手遊(Justice Mobile)於6月30日公測,並排名內地IOS遊戲的前三名,應該可以帶動集團下半年遊戲收入錄得按年雙位數增長。 該行將網易今年及明年調整後盈測各上調9%,並將其美股目標價由111.5美元上調至125美元,維持其評級為「買入」。
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