《大行報告》高盛升網易(09999.HK)目標價至212元 評級「買入」
高盛發表報告,重申網易(09999.HK)「買入」評級,指網易新遊戲渠道預見性高,加上非遊戲業務的虧損正收窄,2021年至2023年預測複合年增長率25%有望達成。
公司將於本月24日公布去年第四季業績,預期收入按年增長23%,將目標價調高2%至212元。高盛料網易旗下網遊、有道及創新業務收入按年分別增長31%、下跌2%及增長9%;毛利率按年上升1.4個百分點,按季下降1.5個百分點至52.5%,主要是因為網絡遊戲毛利率按季下降2.5個百分點;而在有道及創新業務的盈利能力改善後,經營毛利率預期按年提高2個百分點,按季則升0.3個百分點至20.4%。(me/u)
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