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《大行》匯豐研究料網易(NTES.US)次季業績穩健 經調整淨利預測增長28%
阿思達克 07-23 11:18
匯豐研究發表研究報告,預期網易(09999.HK)(NTES.US)第二季業績表現穩健,目前預測收入按年增長11%,當中PC遊戲收入料大幅增長64%,手機遊戲收入恢復2%增長,將推動遊戲收入整體增長約17%,與市場預期一致。該行估計次季遞延收入將增長33%,經調整淨利潤料增長28%至100億元人民幣,對比市場預期分別增長26%及20%。 匯豐研究維持網易「買入」評級,並將美股目標價由150美元上調至158美元,指出網易股價今年以來累升57%,對比同期中國海外互聯網ETF-KraneShares(KWEB.US)升幅為23%。該行認為網易股價升勢尚未結束,未來仍將受惠於PC遊戲表現強勁、手機遊戲復甦,以及明年將推出的兩款重點大作《無限大》及《遺忘之海》的支持,盈利預期持續增長。
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