金吾财讯 | 浦银国际发研报指，得益于重磅游戏产品和APP业务驱动，该行预计IGG(00799)2024年收入达到人民币57.2亿元，同比增长9%；调整后净利润改善至6.1亿元，调整后净利率提升至10.7%。核心产品《王国纪元》随着玩法调整及内容更新，预计2H24收入环比维持相对稳定。重磅游戏产品《Doomsday:Lastsurvivors》(DLS)和《VikingRise》(VR)预计2H24收入维持同比快速增长，收入贡献占比或进一步提升，一定程度上弥补老游戏流水下滑影响。公司APP业务在今年年初完成业务转型，聚焦于新闻类等内容服务导向应用，预计2H24收入保持强劲增长，成为公司重要增长驱动。该行表示，公司目前拥有丰富的游戏产品储备，包括数款基于DLS和VR的数据和框架进行题材创新和玩法融合的产品，建议关注公司未来新游戏产品上线表现。调整目标价至4.2港元，对应FY24E/FY25E8.0x/6.7xP/E，维持“买入”评级。
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