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大行評級丨交銀國際:上調網易H股目標價至223港元 首季業績大幅超出預期

交銀國際發表研究報告指,網易首季業績表現大幅超出預期,主要受到遊戲業務表現亮麗的帶動,PC遊戲增長加快,同時手遊業務跌幅收窄,《漫威爭鋒》、《燕雲十六聲》及《第五人格》等焦點大作均推動遊戲業務整體增長,集團期內亦有效地管控成本開支,令利潤大幅高於市場預期。

基於最新業績表現及遊戲趨勢,交銀國際將網易今年遊戲收入預測上調1.9%,經調整淨利潤預測上調5.6%,H股目標價從193港元上調至223港元,美股目標價從124美元升至143美元,維持“買入”評級。

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