《大行報告》里昂上調網易(NTES.US)目標價至130美元 為最佳表現遊戲開發商
里昂發表報告指,憑藉多款新的熱門遊戲,網易(NTES.US)第三季業績料保持穩健,並屬最佳表現遊戲開發商。預計上季總收入按年增長13%至277億元人民幣,其中網絡遊戲收入按年增長17.9%,主要得益於《逆水寒》、《蛋仔派對》、《巔峰極速》等新作,但個人電腦遊戲收入的下滑將部分抵銷該增長。
報告指,網易自主開發遊戲收入增加將推高毛利率。預計EBIT按年增長37%至76億元人民幣。第四季增長可能會進一步加快。上調今明兩年淨利潤預測各5%,目標價由125美元上調至130美元。維持「買入」評級。
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