心动公司(02400)早盘一度涨超7%,午后上涨3.80%,现报31.45港元,成交额2.06亿港元。
近日,华泰证券发表报告,首次覆盖心动公司,评级“买入”,目标价为36.68港元。报告指,公司目前游戏+社区业务双轮驱动增长,游戏业务2023/2024上半年占营业收入分别为61.7%/66.9%,自研游戏突破助力游戏收入占比提升;社区业务得益于近年来中国市场推出的新游戏数量增加带来的营销需求和广告收入增加,TapTap平台业务收入已连续多年实现稳定增长。
华泰证券预测公司2024至2026年净利润分别为6.06/7.31/8.37亿元,按年扭亏/+20.55%/+14.51%,对应每股盈利1.23/1.49/1.7元。
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