【券商聚焦】高盛削心动公司(02400)目标价34%至21.1港元评级下调至“中性”

凤凰网港股2023-09-11

高盛发研究报告，心动公司(02400)游戏低于预期，传统游戏放缓拖累游戏业务的利润，虽然其广告业务应能弥补不利因素，但代价是缩减市场及推广支出，损害未来每月活跃用户(MAU)增长。该行将2023年的收入假设下调13%，以反映自研游戏收入较低、渠道知名度较低以及TapTap用户增长延迟导致广告收入较低。基于2024年20倍市盈率，将公司目标价从32港元下调34%至21.1港元，评级由“买入”下调至“中性”。

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【券商聚焦】高盛削心动公司(02400)目标价34%至21.1港元 评级下调至“中性”

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【券商聚焦】高盛削心动公司(02400)目标价34%至21.1港元评级下调至“中性”