《大行报告》中信证券:心动公司(02400.HK)收购Lean Cloud可令开发者服务升级 上望113元
中信证券发表报告表示,重申对心动公司(02400.HK)「买入」评级及目标价113元,本周二(6日)公司宣布完成了对後端云服务解决方案提供商Lean Cloud的收购,该行认为本次收购有望推进TapTap平台ToB业务开发者服务的发展,赋能更多的游戏开发者,TapTap平台在游戏产业地位有望持续提升。
该行指,心动公司引入哔哩哔哩-SW(09626.HK)(BILI.US)等产业股东,估计未来有望开展深入合作。心动公司自研游戏有望在2021年底至2022年收获成果,游戏业务有望重回增长;TapTap产品形态上持续迭代,内容社区建设不断推进,泛游戏化内容平台加速发展,用户规模有望持续增长。
中信证券指,LeanCloud为移动应用开发者提供後端云服务(BaaS),其中游戏解决方案功能强大,赋能广大游戏开发,本次收购後TapTap开发者服务与LeanCloud业务有望实现顺利整合。
该行维持心动公司2021年每股亏损0.2元人民币预测,维持2022年每股盈利预测为零,估计2023年每股盈利预测为0.2元人民币。
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