《大行報告》花旗:網易(09999.HK)上季收入及盈利優預期 受惠「哈利波特」等遊戲表現
花旗發表研究報告指,網易(09999.HK)去年第四季收入較該行及市場預期高出2.7%及0.4%,當中主要受網絡遊戲及有道收入增長所帶動。期內非國際會計準則下淨利潤達66億元人民幣,亦較該行及市場預期高37%及48%,予目標價133美元,評級「買入」。
期內網絡遊戲收入按年增長29.8%,其中電腦遊戲收入增長49%,手機遊戲增長22%,主要來自於《哈利波特魔法覺醒》及《絕對演繹》等手遊的貢獻,預期未來將推出《永劫無間》、《暗黑破壞神永生不朽》;同時亦會推出《哈利波特魔法覺醒》及《黎明死線》國際版等新遊戲。
花旗認為,網易去年第四季收入及盈利增長穩健,遊戲業務收入向好,隨著更多新遊戲即將推出,預期遊戲業務今年收入增長將維持穩定。該行並關注雲音樂(09899.HK)會員數量及業務指引,以及網易探索元宇宙與未來新遊戲推廣相關支出等發展。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.