《大行》中金料網易(09999.HK)次季非GAAP淨利潤增20% 目標價上調至263元
中金發表研究報告指,預計網易(09999.HK)(NTES.US)第二季收入及非GAAP淨利潤按年上升8%和20%,分別至276億及93.8億元人民幣(相對市場預期為96.6億元人民幣)。由於集團謹慎及有效的營運開支,該行上調其今明兩年的非GAAP淨利潤預測5%,分別至387億及403億元人民幣。
由於盈測調整及公司全球擴張帶來的估值溢價,該行上調網易目標價17%,港股及美股目標價分別為263港元和169美元,維持「跑贏大市」評級。
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