《大行報告》花旗升網易(NTES.US)目標價至138美元 遊戲收成豐富
花旗發表報告指,網易(NTES.US)去年第四季業績符該行預期,但遜市場預期,但全年計表現穩固,期內成功拓展遊戲產品組合,推出更多元化、更具突破性的遊戲產品,憧憬今年遊戲業務收成豐富,增長前景向好。
該行指出,進入2024年,《神鵰俠侶》、《永劫無間》手遊和《燕雲十六聲》等焦點大作將於上半年起及較後時間陸續推出,加上於海外發行《蛋仔派對》等遊戲亦取得成果,產品線進一步豐富。
計及新遊戲的貢獻,花旗將網易今明兩年營業收入預測上調3.1%及11.6%,非通用會計準則下利潤預測上調5.2%及17.9%,並將美股目標股由131美元上調至138美元,維持「買入」評級,認為在宏觀不確定性下網易的可持續增長前景,可為投資者提供較具防守性的投資選擇。
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