《大行報告》高盛下調網易(09999.HK)目標價至187元 評級「買入」
高盛發表研究報告指,按收入計算,網易(09999.HK)目前為中國第二及全球第六大遊戲公司,雖然宏觀市場發展不明朗,但公司盈利具彈性,預測第二季收入按年增長8%,達到222億元人民幣,當中遊戲收入料增長13%,對比行業收入預期下跌7%。
雖然近期未有獲批新遊戲版號,但高盛仍然預期網易手機遊戲及電腦遊戲市場份額將提升,預測第二季淨利潤將增長19%至49億元人民幣,主要由於利潤率更高的電腦遊戲貢獻提升,以及非遊戲業務虧損收窄。
該行表示關注新推出手遊《暗黑破壞神:不朽》第三季收入表現,預計該遊戲首季年入將達到41億元人民幣。
高盛將2022至2024年收入預測輕微上調0.4%、0.1%及0.1%,但由於預期手遊收入下降及非遊戲業務貢獻提升,將盈利預測各下調1%,目標價降5%至187元,給予「買入」評級。
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.