国泰君安：维持网易-S(9999.HK)买入评级目标价下调至150港元

金融界网站2022-11-23

国泰君安发表报告指出，网易-S(9999.HK)第三季非通用会计准则下持续经营股东净利润按年增长93.6%至74.7亿元人民币，高过该行及市场预期。总收入升10.1%至244.27亿元人民币，毛利率升至56.3%，股东净利率为30.6%，派季度息每股8.7美仙，并上调股票回购金额至30亿美元。　　该行表示，预测网易2022至2024年的非通用会计准则下的市盈率为19.7倍、18.7倍和16.9倍，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2285632899?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-11-23 12:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2285632899","market":"hk","top_or_hot":-1,"title":"国泰君安：维持网易-S(9999.HK)买入评级 目标价下调至150港元","media":"金融界网站","content":"<div>\n<p>国泰君安发表报告指出，网易-S(9999.HK)第三季非通用会计准则下持续经营股东净利润按年增长93.6%至74.7亿元人民币，高过该行及市场预期。总收入升10.1%至244.27亿元人民币，毛利率升至56.3%，股东净利率为30.6%，派季度息每股8.7美仙，并上调股票回购金额至30亿美元。　　该行表示，预测网易2022至2024年的非通用会计准则下的市盈率为19.7倍、18.7倍和16.9倍，...</p>\n\n<a href=\"http://hk.jrj.com.cn/2022/11/23122137160177.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国泰君安：维持网易-S(9999.HK)买入评级 目标价下调至150港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国泰君安：维持网易-S(9999.HK)买入评级 目标价下调至150港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.jrj.com.cn/2022/11/23122137160177.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国泰君安发表报告指出，网易-S(9999.HK)第三季非通用会计准则下持续经营股东净利润按年增长93.6%至74.7亿元人民币，高过该行及市场预期。总收入升10.1%至244.27亿元人民币，毛利率升至56.3%，股东净利率为30.6%，派季度息每股8.7美仙，并上调股票回购金额至30亿美元。　　该行表示，预测网易2022至2024年的非通用会计准则下的市盈率为19.7倍、18.7倍和16.9倍，...</p>\n\n<a href=\"http://hk.jrj.com.cn/2022/11/23122137160177.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02611","symbol_name":"国泰君安","start_time":0,"source_url":"http://hk.jrj.com.cn/2022/11/23122137160177.shtml","article_id":"2285632899","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2285632899","pubTimestamp":1669177311,"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"国泰君安发表报告指出，网易-S第三季非通用会计准则下持续经营股东净利润按年增长93.6%至74.7亿元人民币，高过该行及市场预期。　　此外，国泰君安预期网易2022至2024年总收入分别为960.89亿、1,046.06亿和1,131.02亿元人民币，相当于按年增长9.7%、8.9%及8.1%；下调期内游戏收入预测，主要考虑到公司国际合作受挫；但基于公司强劲的表现，上调其有道收入。该行维持对网易“买入”评级，惟基于行业估值倍数下移，将其目标价由173港元下调至150港元。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"02611":"国泰君安","NTES":"网易","09999":"网易-S"},"translate_title":"Guotai Junan: Maintain Netease S (9999. HK) purchase rating target price lowered to HK $150","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02611":1,"09999":1,"NTES":1},"content_text":"国泰君安发表报告指出，网易-S(9999.HK)第三季非通用会计准则下持续经营股东净利润按年增长93.6%至74.7亿元人民币，高过该行及市场预期。总收入升10.1%至244.27亿元人民币，毛利率升至56.3%，股东净利率为30.6%，派季度息每股8.7美仙，并上调股票回购金额至30亿美元。　　该行表示，预测网易2022至2024年的非通用会计准则下的市盈率为19.7倍、18.7倍和16.9倍，估计其股东净利润分别按年增长14.8%、4.1%和9.6%，各至226.79亿、236.09亿及258.86亿元人民币。另由于公司第三季的投资收入和汇兑收益，该行上调对网易的全年纯利预测。　　此外，国泰君安预期网易2022至2024年总收入分别为960.89亿、1,046.06亿和1,131.02亿元人民币，相当于按年增长9.7%、8.9%及8.1%；下调期内游戏收入预测，主要考虑到公司国际合作受挫；但基于公司强劲的表现，上调其有道收入。该行维持对网易“买入”评级，惟基于行业估值倍数下移，将其目标价由173港元下调至150港元。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2285632899"}

国泰君安：维持网易-S(9999.HK)买入评级 目标价下调至150港元

精彩评论

国泰君安：维持网易-S(9999.HK)买入评级目标价下调至150港元