Credits Suisseの中国ゲーム業界レビューです。
h ttp://blogs.barrons.com/emergingmarketsdaily/2014/03/13/china-internet-games-qihoo-yy-perfectworld-top-credit-suisse-picks/
Hi Mr ******,
In our latest report dated 25 Mar 14, the normalized 2013PER is 74x as we ignore the one-off fair value loss of US$14m and the one-off listing fee of US$2m, so it may cause difference between the PER in our report and the figure in Bloomberg since they use the actual net profit to work out the PER.
I think we will have some update after IGG releases its 1Q report by the end of April. Please feel free to discuss.
カバーする証券会社が少ないのは事実なんですが、その数はHPによっていろいろのようです。
h ttp://finance.yahoo.com/q/rr?s=8002.HK+Research+Reports
2社
h ttp://markets.ft.com/research/Markets/Tearsheets/Forecasts?s=8002:HKG
4社
光大証券HPのUIは中文なのでアクセスが容易ではありませんが、ここで証券コードを入力すると一連のレポートがすべて読めます。
h ttp://www.ebscn.hk/main/services/jxzn/index.shtml
8002と入力してみてください。レポート自体は英文ですので読むことができます。
今後もここに最新レポートが掲載されると思います、たぶん。
AAStocks Financial Newsより
IGG(8002.HK) announced that on Monday, its mobile game Castle Clash has been officially launched on social networking platforms like WeChat, Yingyongbao (App market)
and mobile QQ, which are powered by TENCENT
DYNAM JAPAN (06889.HK) announced the group had completed the prototype of the next generation pachinko machine.
Nevertheless, since additional time is required for further testing and preparations, the term of the MOU entered with IGG (08002.HK) will be extended for another six months to 25 November 2014.