元宇宙时代：投资于交付、基础架构和内容(英)-汇丰-2021.12-74页.pdf.pdf

                    Disruptive Technology ● Equities
December 2021

Summary of stocks to play the metaverse theme
Summary of ratings and target prices
Company
Goertek
Sunny Optical
Will Semiconductor
BOE Technology
TSMC
Win Semiconductors
LandMark
Largan
Samsung Electronics
SK Hynix
LG Display
LG Innotek
Hon Hai
Quanta
Wiwynn
Tencent Holdings
Meta Platforms
Ubisoft
CD Projekt
Pearl Abyss
Perfect World
Mango Excellent Media
Kering
HYBE
Dassault Systèmes

Ticker Currency Current price
002241 CH
RMB
52.09
2382 HK
HKD
232.40
603501 CH
RMB
266.95
000725 CH
RMB
4.88
2330 TT
TWD
600.0
3105 TT
TWD
358.0
3081 TT
TWD
199.0
3008 TT
TWD
2,000.0
005930 KS
KRW
74,400
000660 KS
KRW
116,500
034220 KS
KRW
20,250
011070 KS
KRW
314,000
2317 TT
TWD
105.5
2382 TT
TWD
87.9
6669 TT
TWD
1,020.0
700 HK
HKD
468.8
FB US
USD
310.39
UBI FP
EUR
42.53
CDR PW
PLN
185.0
263750 KS
KRW
127,700
002624 CH
RMB
18.92
300413 CH
RMB
43.85
KER FP
EUR
705.1
352820 KS
KRW
352,500
DSY FP
EUR
53.68

Target price
69.5
269.5
427.4
6.90
730.0
470.0
280.0
2,000
96,000
140,000
30,000
370,000
155.0
110.0
1,100.0
590.0
300.0
75.0
180.0
195,000
23.8
85.8
850.0
500,000
50.0

Source: HSBC estimates. Priced as of close at 1 December 2021. Meta Platforms priced at close on 2 December 2021

6

Upside/
Rating downside (%)
Buy
+33.4
Buy
+16.0
Buy
+60.1
Buy
+41.4
Buy
+21.7
Buy
+31.3
Buy
+40.7
Hold
0.0
Buy
+29.0
Buy
+20.2
Buy
+48.1
Buy
+17.8
Buy
+46.9
Buy
+25.1
Buy
+7.8
Buy
+25.9
Hold
-3.3
Buy
+76.3
Hold
-2.7
Buy
+52.7
Buy
+25.8
Buy
+95.7
Buy
+20.1
Buy
+41.8
Hold
-6.9

Market cap
(USDm)
28,102
32,262
40,078
28,569
576,258
5,393
649
9,767
385,609
70,315
6,068
5,798
52,594
12,243
6,444
583,693
734,469
5,997
4,577
6,035
5,660
12,747
99,671
10,968
79,421