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研報掘金|中金:維持網易“跑贏行業”評級及目標價206港元 預計次季收入按年升6%
格隆匯 07-29 14:25
中金髮表報吿,預計網易次季收入按年升6%,按季跌6%,至253億元,市場預期為261億元。Non-GAAP淨利潤料按年和按季下降16%和11%至76億元,市場預期為79.3億元,去年同期存在14.7億元匯兑收益具備高基數。報吿指,網易第三季新遊戲表現亮眼、或重啟按季增長。《永劫無間》手游上線用户規模符合預期,看好大DAU產品撬動流水釋放與公司能力級延展。考慮到此前《燕雲十六聲》PC版上線延期,略下調Non-GAAP淨利潤各2%至327和364億元。該行維持對其“跑贏行業”評級及目標價206港元。
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