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大行評級|花旗:予網易目標價116美元及“買入”評級 首季盈利勝預期
花旗發表報吿指,網易第一季收入269億元,按年增長7.2%,高於該行預期的256億元,並符合市場預期的267.4億元。非通用會計準則淨利潤為85億元,利潤率31.7%,高於該行預計的69.6億元和市場預計的83.3億元,主要受惠較高的毛利率、低於預期的管理費用和研發費用,以及較高的銷售費用所抵銷。對網易美股目標價116美元,評級“買入”。花旗認為,網絡遊戲業務增長主要歸功於《蛋仔派對》和新推出遊戲的勢頭,雖然公司無發表評論,但該行認為有關增長可能被旗下《FWJ》等老牌遊戲的下滑所抵銷。該行預計,公司將在電話會議上提供有關《永劫無間》手遊發佈日期的最新消息。
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