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《大行報告》網易(09999.HK)最新評級及目標價(表)
網易-S(09999.HK)(NTES.US)將於本周四(29日)晚上6點左右公布2023年第四季業績,受惠於《蛋仔派對》、《逆水寒》表現強勁及毛利率維持穩,本網綜合6間券商預測,網易2023年第四季非公認會計準則下(non-GAAP)歸屬於公司股東的持續經營淨利潤介乎69.45億至81.47億元人民幣,較2022年同期的48億人民幣,按年增長44.3%至69.3%,中位數76.24億人民幣按年升近58%。 綜合9間券商預測,網易2023年第四季淨收入介乎267.94億元至292.04億人民幣,較2022年第四季的254億人民幣,按年增長5.5%至15%,中位數281.93億人民幣按年升11%。投資者將關注網易管理層對網遊及各業務營運策略及指引、《蛋仔派對》面對騰訊(000700.HK)旗下《元夢之星》競爭下最新指引,並關注《燕雲十六聲》等新產品上線時間等 。 下表列出11間券商對網易(09999.HK)投資評級及目標價: 券商│評級│目標價 星展│買入│267港元 美銀證券│買入│236港元 野村│買入│215港元 中金│買入│221港元 中信証券│買入│220港元 高盛│買入│210港元 富瑞│買入│209港元 交銀國際│買入│206港元 中銀國際│買入│204港元 大華繼顯│買入│204港元 摩根大通│增持│195港元 (ta/w) ~
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