《大行報告》匯豐研究:內地恢復審批遊戲版號屬積極信號 重申騰訊及網易「買入」評級
匯豐環球研究發表報告表示,內地停批網遊版號許可八個月之後,昨宣布4月批准45款新的國產網絡遊戲。該行認為對內地所有網遊公司而言均屬積極的信號,但好處可能會有所不同:雖然最新的許可名單不包括任何騰訊(00700.HK)和網易(09999.HK)的遊戲,鑑於它們的開發記錄和遊戲質量,如果此兩公司的遊戲稍後獲當局批出新許可,料仍然可以相對更多地受益。
對於網易、騰訊和嗶哩嗶哩(09626.HK),該行進行了比較對市場近期與去年第三季(即停批前)對相關公司2022年遊戲收入和收益的預測,該行指市場同業目前估計騰訊2022年網遊收入按年升7%,並料網易及嗶哩嗶哩2022年網遊收入按年各增長2%及28%。
匯豐環球研究表示,維持網易(NTES.US)及騰訊「買入」評級,各予目標價126美元及550港元,認為這兩家公司的遊戲開發和發行能力均強大,並擁有具規模的遊戲管道。
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