《大行報告》大摩下調網易(NTES.US)目標價至110美元 評級「增持」
大摩發表評級報告指,看好網易(NTES.US)防守能力及每股盈測可持續增長,惟由於基數高,以及距離下一個潛在的重磅遊戲推出仍有一段時間,料今年下半年遊戲收入按年增長放緩至7%。
該行指,即使《暗黑破壞神》內地版於首月總收入或低於該行早前預測(部分原因是推出前宣傳不足),仍然對其運作壽命充滿信心,其首周日均活躍用戶數量(DAU)已達800萬、每名用家每日花費144分鐘,而其國際表現保持穩定,其首70日已達每日170萬美元。
該行將公司目標價由125美元下調至110美元,維持其評級為「增持」;並於今年下半年繼續看好網易(NTES.US)、快手-W(01024.HK)以及攜程(TCOM.US)。(ca/u)
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