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大行評級|大摩:網易股價在遊戲發佈前可維持堅韌 惟今年每股盈利上行空間有限
格隆匯 06-27 14:02
摩根士丹利發表報吿指,網易將於7月25日推出的《永劫無間》手遊,相信是今年焦點遊戲,因應遊戲在國際市場的牽引力強勁,估計首年在中國的毛收入可達60億元人民幣,不過亦需關注市場競爭及營銷開支。報吿指,《永劫無間》計算機遊戲自2021年第三季推出,已累績逾4,000萬用户,手遊版本目前在中國已有逾4,000萬預先登記用户,估計手遊版本變現能力與計算機版本相若,遊戲將提供免費模式及遊戲內消費。大摩預期網易股價在臨近遊戲推出前,將會維持韌力,但今年每股盈利增長仍然受限,主要受旗下計算機遊戲《FWJ》及《蛋仔派對》系統調整影響,維持其“與大市同步”評級,美股目標價100美元,相當於今年預測市盈率13倍。
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