《大行報告》摩通重申今年內地網遊首選網易(09999.HK) 近期股價回調為入市良機
摩根大通發表研究報告,重申網易(09999.HK)(NTES.US)為今年中國互聯網首選股之一,指出網易去年股價表現跑贏同業,預計今年趨勢將持續。
摩通指,網易擁有強大的遊戲開發能力,可在全球市場不斷推出新遊戲大作,自2015年起遊戲業務收入持續錄得雙位數增長,相信今年可見到超過五款焦點新作推出,當中最看好《永劫無間》手遊版,相信能取得與《逆水寒手遊》相似成績,推動集團今年遊戲收入再按年增長10%。
該行指,目前對網易去年第四季收入及盈利預測分別較市場普遍預測低4%及高6%,相信近期股價調整帶來較好入市時機,因預計未來三至六個月網易新遊戲發布周期開始後,股價將出現反彈。
摩通維持網易「增持」評級,目標價為195元,同時維持2023及2024年收入預測大致不變,經調整淨利潤率預期微削0.2個百分點。
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