Rainycui
2021-07-15
这篇文章不错,转发给大家看
瑞银:料网易(9999.HK)次季游戏保持健康增长 维持买入评级
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":147918765,"tweetId":"147918765","gmtCreate":1626326791857,"gmtModify":1626326791857,"author":{"id":3572824641033129,"idStr":"3572824641033129","authorId":3572824641033129,"authorIdStr":"3572824641033129","name":"Rainycui","avatar":"https://static.tigerbbs.com/18c6c2d6354d3ee66ca87be0460c1a8a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":30,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n这篇文章不错,转发给大家看</body></html>","htmlText":"<html><head></head><body>\n这篇文章不错,转发给大家看</body></html>","text":"这篇文章不错,转发给大家看","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/147918765","repostId":2151544712,"repostType":2,"repost":{"id":"2151544712","kind":"news","pubTimestamp":1626325342,"share":"https://www.laohu8.com/m/news/2151544712?lang=&edition=full","pubTime":"2021-07-15 13:02","market":"us","language":"zh","title":"瑞银:料网易(9999.HK)次季游戏保持健康增长 维持买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2151544712","media":"格隆汇","summary":"瑞银发表研究报告指,预期网易第二季旗舰游戏《梦幻西游》及《阴阳师》将维持健康增长,其平均iOS收入占有率按季分别增长0.4及0.2个百分点;而在日本地区,《荒野行动》及《第五人格》的iOS收入占有率则在5月份达7.4%及1.7%,对比首季为5.2%及1.2%。该行维持其买入评级,将其ADR目标价由139美元上调至142美元。瑞银预期,网易的手游业务下半年收入将按年升37%、并于2022年全年升18%,主要受强劲管线推动。","content":"<html><body><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表研究报告指,预期<a href=\"https://laohu8.com/S/NTES\">网易</a>(9999.HK)第二季旗舰游戏《梦幻西游》及《阴阳师》将维持健康增长,其平均iOS收入占有率按季分别增长0.4及0.2个百分点;而在日本地区,《荒野行动》及《第五人格》的iOS收入占有率则在5月份达7.4%及1.7%,对比首季为5.2%及1.2%。该行维持其买入评级,将其ADR目标价由139美元上调至142美元。</p><p>瑞银预期,网易的手游业务下半年收入将按年升37%、并于2022年全年升18%,主要受强劲管线推动。当中有《漫威》为主题的卡牌及策略类游戏在6月入获批,并将于7月推出测试版,另外亦有《哈利波特》及《暗黑破坏神》等新游戏即刻推出,或会推动增长,从而令该公司价值在未来数季重估。</p><p>瑞银续指,其在线教育业务“网易<a href=\"https://laohu8.com/S/DAO\">有道</a>”的收入将受K12教育的监管加强影响,或出现下行空间,不过认为将可与营销费用下降互相抵销,认为网易的非游戏业务将不会出现明显的下跌。</p><p>瑞银大致维持网易线上游戏业务今明两年收入预测,惟下调有道收入今明两年预测分别13.5%及24%,因此下调2021及22年净收入0.3%及1.5%,同时下调第二季盈利预测3.3%。</p></body></html>","source":"stock_gelonghui","collect":0,"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>瑞银:料网易(9999.HK)次季游戏保持健康增长 维持买入评级</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瑞银:料网易(9999.HK)次季游戏保持健康增长 维持买入评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 13:02 北京时间 <a href=https://www.gelonghui.com/p/475682><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银发表研究报告指,预期网易(9999.HK)第二季旗舰游戏《梦幻西游》及《阴阳师》将维持健康增长,其平均iOS收入占有率按季分别增长0.4及0.2个百分点;而在日本地区,《荒野行动》及《第五人格》的iOS收入占有率则在5月份达7.4%及1.7%,对比首季为5.2%及1.2%。该行维持其买入评级,将其ADR目标价由139美元上调至142美元。瑞银预期,网易的手游业务下半年收入将按年升37%、并于...</p>\n\n<a href=\"https://www.gelonghui.com/p/475682\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a03d813fd4f071271a876c00a70846b","relate_stocks":{"NTES":"网易","09999":"网易-S"},"source_url":"https://www.gelonghui.com/p/475682","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151544712","content_text":"瑞银发表研究报告指,预期网易(9999.HK)第二季旗舰游戏《梦幻西游》及《阴阳师》将维持健康增长,其平均iOS收入占有率按季分别增长0.4及0.2个百分点;而在日本地区,《荒野行动》及《第五人格》的iOS收入占有率则在5月份达7.4%及1.7%,对比首季为5.2%及1.2%。该行维持其买入评级,将其ADR目标价由139美元上调至142美元。瑞银预期,网易的手游业务下半年收入将按年升37%、并于2022年全年升18%,主要受强劲管线推动。当中有《漫威》为主题的卡牌及策略类游戏在6月入获批,并将于7月推出测试版,另外亦有《哈利波特》及《暗黑破坏神》等新游戏即刻推出,或会推动增长,从而令该公司价值在未来数季重估。瑞银续指,其在线教育业务“网易有道”的收入将受K12教育的监管加强影响,或出现下行空间,不过认为将可与营销费用下降互相抵销,认为网易的非游戏业务将不会出现明显的下跌。瑞银大致维持网易线上游戏业务今明两年收入预测,惟下调有道收入今明两年预测分别13.5%及24%,因此下调2021及22年净收入0.3%及1.5%,同时下调第二季盈利预测3.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1946,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/147918765"}
精彩评论