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港股異動丨心動公司大漲10%,《伊瑟》《RO》海外表現亮眼
格隆匯 06-16 11:13
港股手遊股今日普漲,其中,心動公司(2400.HK)一度漲10%,報46.95港元,股價創2021年12月以來新高。消息面上,公司6月5日上線《伊瑟》國際服,前期流水錶現亮眼。1H25新上線《仙境傳說RO》初心服在中國港澳臺地區、東南亞地區亦較好。中金近日發佈研報指出,《伊瑟》國際服表現亮眼,2H25業績核心驅動關注《伊瑟》國服及《心動小鎮》海外服。1)《伊瑟》國際服版本於6月5日上線海外歐美及東南亞等多區域,產品系“魔靈like”動作回合制卡牌遊戲,聚焦英雄收集與PVP競技,在海外歐美地區用戶接受度相對較好,截至6月15日iOS排行榜在新加坡位居前10,在法國/泰國/菲律賓位居前20名。預期國際服首月流水有望實現1億元。團隊表示產品將於下半年上線國服,有望對2H25 業績貢獻增量。2)《心動小鎮》暑期國服商業化加速及下半年海外上線計劃。其中,國服於近期宣佈與萌蘭M.LanPanda聯動,預期暑期前後產品將開啓多輪聯動及主題活動。中金稱,多款存量遊戲1H25貢獻同比增量,夯實業績基礎,維持跑贏行業評級,上調目標價51%至55.5港元。

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