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《大行報告》中銀國際降網易-S(09999.HK)目標價至204元 料內地手遊表現續強勁
阿思達克 01-31 11:16
中銀國際發表研究報告指,預計網易-S(09999.HK)上季總收入按年增12%至283億元人民幣,比市場預期低1%。然而核心的純線上遊戲收入比市場預期高出1%,預計按年增18%至206億元人民幣。該行預期,集團的毛利率持續表現強勁,並維持在約62%。 該行又對網易短中期的國內遊戲優異表現及強勁的集團側利潤端表現持續樂觀,預計其今年純遊戲收入將按年增15%,其中手遊收入和客戶端遊戲收入分別按年增19%及3%。該行維持集團「買入」評級,但將目標價降至204元。
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