《熱門族群》橘子漲停,遊戲股齊強彈 - 股票

By Frederic
at 2017-09-04T15:19
at 2017-09-04T15:19
Table of Contents
1.原文連結:※過長無法點擊者必須縮網址
https://goo.gl/3Quqyy
2.原文內容:
《熱門族群》橘子漲停,遊戲股齊強彈
2017年09月04日 11:59 【時報記者莊丙農台北報導】
遊戲橘子(6180)雖然公告7月呈現虧損,但由於《天堂M》備受期待,加上傳出《天堂M》
開發商NCSOFT將參與遊戲橘子今年度的私募案,股價不畏分盤交易及業績虧損,今天持續
強攻漲停。橘子的強勢大漲,也帶動所有遊戲股強彈,其中,昱泉(6169)、紅心辣椒
(4946)、隆中(6542)為漲幅較大個股。
遊戲橘子上周五分盤交易,並被主管機關要求公布財報自結數,7月單月稅後虧損0.23億
元,每股虧損0.14元。主要是因為暑假期間遊戲行銷活動,加上支付、媒體等新事業群持
續投入,同時也在籌備《天堂M》的上市,但即使虧損,也無礙於股價的反映。
《天堂M》到底在台灣能夠創出多少成績,成為近期盤面焦點。有國內法人出具報告指出
,《天堂M》手遊貢獻遊戲橘子明年營收75億元,營業淨利7.5億元,每股貢獻近5元,而
市場則喊出上看一個資本額。國內遊戲業者認為,以《天堂2:革命》一個月營收8億元來
看,《天堂M》第一個拚月營收10億元可能性極高,之後隨著時間遞減而緩步下滑,另外
,《天堂2:革命》之前已經讓玩家花了不少錢,有部分可能抵銷《天堂M》在台灣後續動
能。行銷費用部分,《天堂2:革命》行銷費用累計高達3億元,《天堂M》行銷費用不至
於低於這個數字。整體而言,《天堂》IP在韓國及台灣均屬長期暢銷遊戲,不致出現手遊
遊戲普遍生命周期偏短的情況發生,業內估計貢獻橘子的每股盈餘介於法人跟市場預期之
間,每股貢獻約6~8元之間。
遊戲橘子今年股東會通過擬於不超過25,000仟股普通股額度內,以私募方式辦理國內現金
增資發行普通股,可能採一次或分二、三階段進行。外傳NCSOFT將參與私募橘子,不過,
並未獲得公司的證實。
(時報資訊)
3.心得/評論:※必需填寫滿20字
私幕股? 不知道會不會稀釋股本? 這算利多利空呀?
目前眼望未來, 應該是還不錯吧~? 先看到年底再來決定上下車囉.
--
https://goo.gl/3Quqyy
2.原文內容:
《熱門族群》橘子漲停,遊戲股齊強彈
2017年09月04日 11:59 【時報記者莊丙農台北報導】
遊戲橘子(6180)雖然公告7月呈現虧損,但由於《天堂M》備受期待,加上傳出《天堂M》
開發商NCSOFT將參與遊戲橘子今年度的私募案,股價不畏分盤交易及業績虧損,今天持續
強攻漲停。橘子的強勢大漲,也帶動所有遊戲股強彈,其中,昱泉(6169)、紅心辣椒
(4946)、隆中(6542)為漲幅較大個股。
遊戲橘子上周五分盤交易,並被主管機關要求公布財報自結數,7月單月稅後虧損0.23億
元,每股虧損0.14元。主要是因為暑假期間遊戲行銷活動,加上支付、媒體等新事業群持
續投入,同時也在籌備《天堂M》的上市,但即使虧損,也無礙於股價的反映。
《天堂M》到底在台灣能夠創出多少成績,成為近期盤面焦點。有國內法人出具報告指出
,《天堂M》手遊貢獻遊戲橘子明年營收75億元,營業淨利7.5億元,每股貢獻近5元,而
市場則喊出上看一個資本額。國內遊戲業者認為,以《天堂2:革命》一個月營收8億元來
看,《天堂M》第一個拚月營收10億元可能性極高,之後隨著時間遞減而緩步下滑,另外
,《天堂2:革命》之前已經讓玩家花了不少錢,有部分可能抵銷《天堂M》在台灣後續動
能。行銷費用部分,《天堂2:革命》行銷費用累計高達3億元,《天堂M》行銷費用不至
於低於這個數字。整體而言,《天堂》IP在韓國及台灣均屬長期暢銷遊戲,不致出現手遊
遊戲普遍生命周期偏短的情況發生,業內估計貢獻橘子的每股盈餘介於法人跟市場預期之
間,每股貢獻約6~8元之間。
遊戲橘子今年股東會通過擬於不超過25,000仟股普通股額度內,以私募方式辦理國內現金
增資發行普通股,可能採一次或分二、三階段進行。外傳NCSOFT將參與私募橘子,不過,
並未獲得公司的證實。
(時報資訊)
3.心得/評論:※必需填寫滿20字
私幕股? 不知道會不會稀釋股本? 這算利多利空呀?
目前眼望未來, 應該是還不錯吧~? 先看到年底再來決定上下車囉.
--
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