招银国际:维持中手游(0302.HK)“买入”评级,目标价4.39港元
格隆汇3月26日丨招银国际发布研报称,中手游(0302.HK)2020年收入同比增25.8%至38.2亿元,经调整净利润同比增32.1%至8.07亿元,基本符合预期;公司2021年预计有20余款产品筹备上线,预计其营收和净利润在2021年将同比增长36%和19%。建议重点关注与今日头条合作的<全明星激斗>、<航海王热血航线> ,预计这两款游戏将成为2021年重要收入来源;以及与腾讯合作的<真•三国无双>,预期于2021年第三季度上线。展望未来,基于充足的IP储备和产品管线,预计中手游将保持长期稳定增长,维持买入评级,目标价4.39港元。
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