《大行報告》大摩相信網易(NTES.US)股價60日內上升機會率約70%至80%
摩根士丹利發表報告指,預期網易(NTES.US)股價在60日內上升,有70%至80%機會發生,主要因為預測及指引上調,估計市場的每股盈利重估周期由今年的新產品線推動,包括3月28日推出的《射鵰英雄傳》、第二季推出的《永劫無間Naraka:Bladepoint》手遊。《蛋仔派對》在騰訊(00700.HK)《完夢之星》的競爭下,仍具防守能力,在農曆年假期每日活躍用戶超越4,000萬名。
該行估計網易本月29日公布的去年第四季盈利超出預期,短期內暴雪遊戲亦將回歸。以今年預測市盈率13倍計算,估值吸引,評級「增持」,美股目標價150美元。
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