大和升騰訊目標價至850港元,網易目標價升至235港元。
港股研究社1月28日消息,大和發表研究報告,指內地手遊公司透過推出新遊戲時繞過一些第三方Android應用程式商店,尋求將後者提成比率由約50%降至約30%,在下游渠道取回更多議價能力。報告稱,相信手遊公司會受合理的利潤分成所激勵,爭取可持續長期增長,並確認對內地線上遊戲板塊正面看法,首選騰訊(00700.HK)及網易(09999.HK);並料騰訊及網易直接受惠潛在應用程式商店提成減少,亦提升兩者目標價,騰訊由700港元升至850港元,網易則由187港元升至235港元,評級均爲買入。
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