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《大行報告》網易(09999.HK)投資評級及目標價(表)
網易-S(09999.HK)將於11月15日(周三)公布截至9月底止第三季度業績。中金及中信証券均指公司受去年同期較高投資和匯兌收益影響,本網綜合10間券商預測,網易2023年第三季非公認會計準則歸屬股東持續經營淨利潤料介乎68.84億至77.19億元人民幣,對比去年同期74.7億元人民幣,按年減少7.8%至升3.3%。中位數74.2億元人民幣,按年跌0.7%。。 本網綜合4間券商預測,網易2023年第三季歸屬股東持續經營淨利潤料介乎68.44億至69.02億元人民幣,對比去年同期66.99億元人民幣,按年上升2.2%至3%。中位數68.68億元人民幣,按年增加2.5%。投資者將關注網易管理層最新營運指引、宏觀經濟對遊戲支出的影響、《逆水寒手遊》及《飛車大師》網遊的可持續性。 下表列出18間券商對網易-S(09999.HK)投資評級及目標價: 券商│投資評級│目標價 星展│買入│237港元 廣發證券│買入│227.67港元 國泰君安│增持│216.77港元 美銀證券│買入│212港元 第一上海│買入│204.1港元 中金│跑贏行業│202港元 高盛│買入│200港元 中信証券│買入│200港元 建銀國際│跑贏大市│195.7港元 摩根大通│增持│195港元 瑞銀│買入│194港元 中銀國際│買入│192港元 中信証券│買入│190港元 大華繼顯│買入│190港元 匯豐環球研究│買入│187港元 交銀國際│買入│185港元 富瑞│買入│181港元 光大證券│買入│179.8港元 下表列出23間券商對網易(NTES.US)評級及目標價: 券商│投資評級│目標價 摩根士丹利│增持│150美元 星展│買入│149美元 法國巴黎銀行│買入│146美元 廣發證券│買入│145.15美元 美銀證券│買入│135美元 中金│跑贏行業│132美元 花旗│買入│130美元 里昂│買入│130美元 中信証券│買入│130美元 第一上海│買入│130美元 高盛│買入│128美元 野村│買入│128美元 建銀國際│跑贏大市│125.5美元 摩根大通│增持│125美元 瑞銀│買入│125美元 招銀國際│買入│125美元 中銀國際│買入│122美元 交銀國際│買入│124美元 海通國際│優於大市│121美元 匯豐環球研究│買入│120美元 中信証券│買入│120美元 大華繼顯│買入│118美元 富瑞│買入│117美元
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