NetEase's third quarter report is about to be released! Institutions claim that some game performances may be worth paying attention to
溪客00
发表于 2024-11-12 15:39:00
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NetEase S (09999. HK) will announce its third quarter performance for this year on Thursday. Based on the predictions of multiple securities firms, the company's performance for this quarter is expected to be affected due to factors such as the successful launch of new games such as "Upstream Cold Mobile Game", "Peak Speed", and "All Star Street Ball Party" in the same period last year, which resulted in a high base, as well as slightly lower than expected game performance and exchange losses.
In terms of profit, NetEase's net profit for the third quarter is expected to be between 6.886 billion yuan and 7.567 billion yuan, a year-on-year decrease of 3.4% to 12.1% compared to the same period in 2023, with a median of 6.953 billion yuan, a year-on-year decrease of 11.3%.
In terms of revenue, NetEase's third quarter revenue will be between 25 billion yuan and 27.437 billion yuan, slightly higher or lower than the 27.27 billion yuan in the same period of 2023. It is expected to increase by 0.6% year-on-year to decrease by 8.3%, with a median of 25.91 billion yuan, a decrease of 5% year-on-year.
However, some securities firms have pointed out that the market focus will be on the latest business guidance from NetEase management, including the progress of new games. For example, "Marvel Arena" is scheduled to be released on December 6th, and "Yanyun Sixteen Sounds" has a scheduled iOS release date of December 31st. The official platform also stated that the game will be launched within the year. Investors should pay attention to the actual progress and subsequent launch plans of these products.
Institutions claim that some game performances may be worth paying attention to
Nomura Securities stated in its research report that due to the high base of mobile game revenue last year, it is expected that NetEase's performance in the third quarter will be relatively weak. However, the return of its mobile game "Eternal Love" and online game "World of Warcraft" is expected to drive good revenue growth.
The bank expects online gaming and related value-added business revenue to be 20.212 billion yuan, a year-on-year decrease of 7% (a month on month increase of 1%); The gross profit of online games and related value-added services is expected to be 13.704 billion yuan, a year-on-year decrease of 9% (a month on month decrease of 2%); The expected gross profit margin for online games and related value-added services is 67.8%, a year-on-year decrease of 1.2 percentage points and a month on month decrease of 2.2 percentage points.
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声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
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