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海通:Nexon透露由騰訊代理「地下城與勇士」次季遜預期 但月中將推手遊版
阿思達克 08-07 12:31
海通國際發表報告表示,在日本上市的遊戲商Nexon(3659.JP)公布今年第二季業績,該公司旗下一些遊戲在內地主要由騰訊(00700.HK)代理營運。Nexon於今年第二財季按固定匯率計在內地業務收入按年跌4%(按季跌43%),符合該行原先料騰訊今年第二季個人電腦遊戲收入按年跌5%預測。

該行指,Nexon亦指出《地下城與勇士》在中國內地表低於預期,主要因3月更新後,活躍及付費玩家下降,月活躍用戶較預期少。而Nexon料按固定匯率計在中國內地今年第三季收入按年升33%至60%,主要由於8月12日在內地推出《地下城與勇士》手遊(在內地由騰訊代理),率先註用玩家已達6,000萬人。

海通國際維持對騰訊「跑贏大市」評級,按現金流折現率作估值,目標價580元。(wl/u)

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