《大行》中银国际料网易-S(09999.HK)首季整体及核心线上游戏收入齐升7% 评级“买入”

阿斯达克财经04-15

中银国际发表研究报告指，预计网易-S(09999.HK) 首季整体及核心线上游戏收入，按年均升7%。当中，手机游戏的收入保持稳定，按年增长15%。毛利率及营运利润率分别为62.2%及29.6%，均符合市场预期。该行预计，暴雪游戏自今年夏季起在内地恢复营运，而且与微软游戏加深的合作伙伴关系不仅有助增加用户及收入，还可以释放中长期潜力。该行考虑到潜在摊薄的游戏毛利率及暴雪回归带来的营运开支上升，预计...

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