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大行評級|中銀國際:下調網易目標價至147港元 預計下半年核心遊戲板塊面臨週期性挑戰
格隆匯 08-26 13:05
中銀國際發表報吿指,網易第二季總收入255億元,按年增長6%,低於市場和該行預期2%。 27.4%的經營利潤和30.7%的經調整後淨利潤均與市場預期一致。報吿指,由於戰略重心相較變現更側重於用户和社區,認為公司的核心遊戲板塊在下半年面臨週期性挑戰。然而對公司長期遊戲研發以及營運能力保持信心。該行維持對其“買入”評級,下調目標價至每ADR 111美元及港股每股147港元。
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