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《大行報告》花旗微升網易(NTES.US)目標價至131美元 遊戲組合豐富兼具韌性
花旗發表報告指,網易(NTES.US)第三季收入符合預期,非公認會計準則盈利則好過該行及市場預期,主要因為毛利率提升、銷售及推廣開支減少、投資收入增加,抵銷研發及一般開支增加的影響。展望第四季及明年,遊戲產品組合持續加強,在宏觀環境不明朗下,仍然展示具吸引力的增長前景,維持其「買入」評級,以反映穩定盈利表現、可靠的行政水平,以及強勁的現金流能力,美股目標價由130美元上調至131美元。 該行將今年收入預測下調1.6%、非公認會計準則盈利預測上調1.9%,同時調整明年至2025年的預測,以反映遊戲收入輕微波動、明年新遊戲的進度,以及有道及其他收入預測的更新。(cy/u) ~
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