研報掘金|中金:上調網易目標價至180港元 預計上季業績穩定
中金髮表報吿,預計網易上季業績穩定,營收將按年下跌1%至269億元,市場預期為273億元,而non-GAAP純利將按年增長7%至79億元,市場預期為79億元。考慮到上季匯兑收益的影響,該行上調2024年non-GAAP淨利預測2%至317億元,基本維持2025年及2026年的non-GAAP純利預測。中金維持網易“跑贏大市”評級,但將ADR目標價上調4%至116美元,H股目標價調高4%至180港元。
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