東方財富證券:中手遊《仙劍世界》可期,維持“買入”評級
投研機構東方財富證券發佈中手遊(0302.HK)最新研報,研報重點指公司 2024 年產品儲備充足,積極看待《仙劍世界》上線推動公司業績增長。考慮到公司重磅 IP 產品《仙劍世界》預計於年內上線,表現可期,維持 2024 年 PE14 倍估值,對應目標價 1.87 港元,維持“買入”評級。分析師表示,2023年公司小遊戲表現優異,部分產品表現不及預期影響業績。其中《九州仙劍傳》、《全民槍神:邊境王者》等多款小遊戲共帶來 6 億以上收入,但報吿期內部分產品未達到收入預期,疊加老遊流水自然下滑抵消部分增量;自研遊戲則系《全明星激鬥》表現不佳,《全民街籃》上線延期至2024年所致。而2024 年公司產品儲備充足,包括多款已取得版號的 IP 遊戲與十餘款小遊戲,其中《斗羅大陸:史萊克學院》已於 1 月推出,首月流水破億;《斗羅大陸:逆轉時空》、《鬥破蒼穹:巔峯對決》計劃於 2024H1 正式上線。公司重磅產品《仙劍世界》是國內首款國風仙俠題材開放世界遊戲,遊戲目前預約人數已突破 400 萬人,並於近期開啟計費測試,計劃於 2024 年內正式上線。由《仙劍世界》引領,2024年中手遊迎來產品大年。
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