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大行評級|大摩:下調網易目標價至135美元 下調今明兩年攤薄後每股盈測
格隆匯 04-03 12:41
摩根士丹利發表研究報吿指,網易焦點大作《射鵰》上週四(3月28日)正式上線,開啟全平台公測,但上線後表現似乎較預期弱。作為網易近年來三大開放世界作品之一,大摩相信投資者對射鵰的失望僅屬一次性,而且《射鵰》尚未推出公會等主要功能,相信變現能力未充分反映,目前將其首年流水預測從40億元,下調至介乎10億至20億元。另外,網易宣佈為改善用户體驗,將對《夢幻西遊》PC版進行調整。大摩表示,尚未能確定相關影響程度及持續時間,預計網易今年第二季PC遊戲收入將減少5%。整體而言,大摩將網易今明兩年攤薄後每股盈利預測下調4%至9%,將網易目標價由150美元下調至135美元,預測今年首季及次季遊戲收入將分別按年跌5%及12%,全年遊戲收入增長預測則降至10%。
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