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《大行報告》網易(09999.HK)投資評級及目標價(表)(更新)
網易(09999.HK)將於今日(23日)公布去年業績,受惠包括《永劫無間》及《哈利波特》等帶動遊戲業務持續強勁,本網綜合10間券商預測網易2021年非公認會計準則純利料介乎171.3億至180.01億人民幣,較2020年同期147.06億人民幣,按年上升16.5%至22.4%;中位數176.16億元人民幣,按年升19.8%。 綜合14間券商預測網易2021年純利料介乎143.14億至156.82億元人民幣,按年升18.7%至30%。中位數147.42億元人民幣,按年升22.2%。 投資者將關注網易管理層的最新業務營運及監管指引,包括手遊《哈利波特》毛利率、海外遊戲業務策略及旗下線上教育平台網易有道(DAO.US) 業務的調整等。 下表列出15間券商對其港股(09999.HK) 評級及目標價: 券商│投資評級│目標價(港元) 招商證券國際│買入│231元 中信建投│增持│224元 中金│跑贏行業│218元 國泰君安│買入│215元 大華繼顯│買入│213元 高盛│買入│212元 天風證券│買入│212元 富瑞│買入│211元 野村│買入│211元 安信証券│買入│209元 建銀國際│跑贏大市│204.7元 交銀國際│買入│209元->204元 摩根大通│增持│200元 廣發証券│買入│197.27元 第一上海│買入│187.2元
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