里昂发表报告指,网易第二季业绩略低于预期,总收入及调整后净利润按年增长按年9.4%及21.9%,分别达到279亿元及95亿元,低于该行预估2%及1%。端游因《魔兽世界》本季面临较高比较基数,但手游在第三季有望因低基数和热门游戏复苏而恢复正增长。报告指,网易于6月在海外推出角色扮演游戏《Marvel Mystic Mayhem》,并于8月在海外推出射击游戏《Rising Destiny》。另外,网易有超过20款已获批准游戏在预备,明年备受期待的跨平台游戏包括ACG开放世界游戏《Ananta》和冒险角色扮演游戏《Sea of Remnants》。该行维持对公司经调整净利润预测,维持“跑赢大市”评级及目标价140美元不变。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.