《大行報告》麥格理下調網易-S(09999.HK)目標價至199元 評級「跑贏大市」
麥格理發表報告指,網易-S(09999.HK)次季表現優於預期,非美國通用會計準則淨利潤為54億元人民幣,按年增28%及按季增3%;該行料公司遊戲收入增長於下半年放緩,主要是內地遊戲審批不足,以及國際業務增長較預期慢,並預料公司2022年至2024年遊戲收入每年增長12%(原先料10%)。自去年7月起,網易暫未獲得任何的遊戲批准。
該行將公司今年、明年及2024年盈利預測下調1%、1%及3%,並將其H股目標價由202元下調至199元,重申其評級為「跑贏大市」。
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