大行評級 | 交銀國際:維持網易(9999.HK)買入評級 目標價209港元
格隆匯12月23日丨交銀國際報告稱,網易(9999.HK)的研發人員佔總人數50%,在國內擁有50個遊戲工作室。集團以精品內容吸引玩家及持續更新內容,延長遊戲生命週期,另多款旗艦版的網絡遊戲及手遊營運時間近20年及5年,並透過新產品種類及新IP拓展玩家羣體,打入海外市場。
報告提到,集團將於明年上半年推出多部遊戲。而網易雲音樂在版權政策利好下,毛利率轉正,並提升平臺用戶留存率。另外,有道轉型至智能教育硬件、素質教育及教育訊息化解決方案。 該行表示看好集團遊戲儲備及營運能力強,以及多款海外IP全球發佈後的增長潛力,維持對其“買入”評級,目標價209港元。
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