得益于游戏和广告业务的强劲表现,我们预计公司4Q24 收入同比增长19%,调整后净利润达到人民币4 亿元,调整后净利率有望提升至5.3%。我们看好公司的商业化进程和运营效率的提升,维持“买入”评级,维持目标价至177 港元/23 美元。考虑到《三国:谋定天下》(“三谋”)的强劲表现以及去年低基数的影响,我们预计4Q24 游戏业务收入或同比增长76%。公司2025 年游戏业务重点仍将聚焦于“三谋”的...
Source LinkDisclaimer: 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.