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基金經理觀點
> 正文
網易遊戲板塊有望爆發,且估值較低
4/16/2024 2:01:10 PM
網易(09999.HK)公司是一家領先的互聯網技術公司,提供包括社區、通訊和商務等在線服務。公司開發和營運在線遊戲、電子商務、互聯網媒體、創新業務等,範圍擴展到日本、北美和其他國際市場。
最近網易iOS遊戲銷售因《神鵰俠侶》發行而得到提升。由於大型多人線上角色扮演遊戲(MMO)遊戲需求強烈,加上該遊戲與米哈遊(miHoYo)熱門遊戲《原神》相似,網易國內下載量增加一倍以上,且該遊戲在首周獲得160萬次下載。
網易最近宣布與漫威遊戲合作推出《漫威對決》,這是一款基於團隊的PvP射擊遊戲,應該對收入有所貢獻。此外,公司將在第二季度推出《楚留香手遊》,市場反應有望超出預期。在未來短期內,國家監管機構發布新在線遊戲監管草案,對網易遊戲板塊營運有利。而下半年將會推出的《燕雲十六聲》(武俠動作角色扮演遊戲)相信能對利潤有正面影響。
公司目前2024年預期市盈率為13倍,比全球遊戲同行Electronic Arts /任天堂等低30%以上。以每股盈餘12.3港元計,股票估值應能夠上升至15.5倍,即目標價約190 港元。中長期投資者可考慮購入。
黃偉棠
時富時富金融研究部
於香港和美國金融服務業擁有超過20年豐富經驗,擅長於投資、基金管理、資產管理、股票研究等多個範疇。持有美國加州柏克萊大學和香港大學多個碩士及學士學位、亦為註冊會計師 (CPA)、特許金融分析師(CFA),以及大學高級講師。
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