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袁鉅文先生 (Aman Yuen)
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金融經濟系畢業, 從事股票衍生工具投資工作已有十年, 善於技術分析及期權買賣策略.歡迎各位來電交流心得
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網龍( 777 HK)

Tuesday, June 18, 2019 Views814

網龍(00777)公布截至12月底止收益人民幣5,037,500,000元,同比增長30.2%。經營溢利為人民幣526,400,000元,而二零一七年則錄得經營虧損人民幣30,000,000元。出色的業績表現主要源於本公司於遊戲及教育業務強大的執行實力。

 

公司2018年度的遊戲業務收益同比增長41.5%至人民幣2,367,400,000元,錄得歷史新高。手遊仍然是主要增長動力之一,收益同比增長49.3%。教育業務收益同比增長21.9%至人民幣2,565,600,000元。毛利為人民幣3,047,200,000元,同比增長39.8%。

 

在海外市場,Promethean的收益錄得人民幣2,200,300,000元,同比增長25.9%。此外,通過二零一八年內對Edmodo的收購,本集團於學習社區的建設上也取得進展。截至目前為止,Edmodo的總用戶已超過100,000,000人,遍佈190多個國家的逾400,000所學校。結合Edmodo和Promethean的互動學習技術,集團全面的產品組合將支持課堂內外的全面學習場景,包括備課、上課、學生協作、家庭作業、教師-學生-家長溝通、教育內容市場和資源分享。通過獲得K-12學習過程中的所有主要用戶案例,集團的完整產品將處於獨一無二的地位,可將大量用戶流量轉化為大規模的變現機會。

 

展望未來,集團計劃於Edmodo上推出全新的在線輔導服務,預計在2019年下半年開始變現。同時,集團很高興Promethean的新產品ActivPanel Element系列將會加速學生和老師之間基於雲端的連接,該系列產品還與Edmodo一起共同帶動用戶在課室內以及家中的參與度。此外,年內集團計劃在中國開啟大規模普及Promethean產品的戰略。

 

 

買入價 : $17.8

目標價 : $20.55

 

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