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《大行報告》大摩:「永劫無間」手遊版號獲批 料為網易(09999.HK)今年第二大熱門產品
阿思達克 02-28 09:59
摩根士丹利發表報告指,「永劫無間」手遊版號獲批,料為網易(09999.HK)(NTES.US)今年第二大熱門產品,預期該遊戲第一年總收入將達到60億元人民幣,並將於第二季發布。該行給予其評級「增持」,美股目標價150美元。 該行認為,集團於未來3至6個月內仍會有更多驚喜,《射鵰英雄傳》將於3月28日推出,《永劫無間》手遊將於第二季推出,《燕雲十六聲》將於第三季推出,同時暴雪可能捲土重來、股息派發將增加,利潤率將擴大。該行指,受監管懸念問題消除,網易股價年初至今升15%,同期恆生科技指數跌10%,但今年市盈率仍為13倍,估值便宜,預計基本面催化劑將在未來3至6個月內反映。
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