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《业绩前瞻》券商料腾讯(00700.HK)第二季非通用会计准可多赚17%广告业务收入受压(更新)
阿思达克 08-13 14:09

腾讯(00700.HK)将於明天(14日)公布今年第二季业绩。受惠商业支付服务及其他金融科技服务增长,以及投资项目估值上升所推动,本网综合15间券商预测,腾讯今年第二季非通用会计准则纯利料介乎210.29亿元至244.46亿人民币(下同),较2018年第二季197.16亿元,按年上升6.7%至24%;中位数230.57亿元,按年增17%。

综合14间券商预测,腾讯2019年第二季纯利料介乎191.96亿元至244.69亿元,较2018年第二季178.67亿元,按年上升7.4%至37%;中位数217.87亿元,按年增22%。由於宏观经济前景存不明朗,投资者关注腾讯旗下广告收入会受贸易战影响。综合15间券商预测,腾讯2019年第二季收入料介乎880亿元至955.79亿元,较2018年第二季736.75亿元,按年增长19.4%至30%;中位数922.6亿元,按年升25.2%。【广告业承压 】

综合4间券商预测腾讯今年第二季网络游戏收入料介乎272.03亿元至297.9亿元,较去年同期252.02亿元,按年升7.9%至18.2%;中位数280.9亿元,按年升11.4%。而市场亦关注腾讯旗下手游业务增长前景。,金融科技业务利润率可否持续改善。

瑞信料腾讯第二季非通用会计准则纯利料231.46亿人民币,按年升17.4%(按季增长10.6%),估计公司纯利按年升13.2%至202.33亿人民币,估计总体收入按年升23.6%至910.42亿人民币,其中手游业务收入录222.68亿人民币,按年升26.5%(按季增长5%)。

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本网综合15间券商预测,腾讯今年第二季非通用会计准则纯利料介乎210.29亿元至244.46亿人民币(下同),较2018年第二季197.16亿元,按年上升6.7%至24%;中位数230.57亿元,按年增17%。

券商│第二季非通用会计准则纯利预测(人民币)│按年变幅

海通国际│244.46亿元│+24%

巴克莱│244.01亿元│+16%

摩根大通│238.85亿元│+21.1%

瑞银│235.1亿元│+19.2%

申万宏源│232.6亿元│+18%

瑞信│231.46亿元│+17.4%

兴业证券│231.29亿元│+17.3%

中金│230.57亿元│+16.9%

中银国际│226.56亿元│+14.9%

花旗│223亿元│+13.1%

麦格理│222.68亿元│+12.9%

高盛│220.92亿元│+12.1%

Jefferies│220.45亿元│+11.8%

野村│218.41亿元│+10.8%

摩根士丹利│210.29亿元│+6.7%

按腾讯2018年第二季非通用会计准则纯利197.16亿人民币计算

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综合14间券商预测,腾讯2019年第二季纯利料介乎191.96亿元至244.69亿元,较2018年第二季178.67亿元,按年上升7.4%至37%;中位数217.87亿元,按年增22%。

券商│今年第二季纯利预测(人民币)│按年变幅

巴克莱│244.69亿元│+37%

美银美林│224亿元│+25.4%

海通国际│223.46亿元│+25.1%

摩根大通│222.99亿元│+24.8%

申万宏源│217.87亿元│+21.9%

中金│236.05亿元│+32.1%

兴业证券│218.73亿元│+22.4%

高盛│203.32亿元│+13.8%

瑞信│202.33亿│+13.2%

中银国际│202.03亿元│+13.1%

摩根士丹利│198.76亿元│+11.2%

Jefferies│196.88亿元│+10.2%

麦格理│196.67亿元│+10%

野村│191.96亿元│+7.4%

按腾讯2018年第二季纯利178.67亿人民币计算

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综合15间券商预测,腾讯2019年第二季收入料介乎880亿元至955.79亿元,较2018年第二季736.75亿元,按年增长19.4%至30%;中位数922.6亿元,按年升25.2%。

券商│今年第二季收入预测(人民币)│按年变幅

海通国际│955.79亿元│+29.7%

麦格理│944.64亿元│+28.2%

中金│941.92亿元│+27.8%

兴业证券│931.71亿元│+26.5%

申万宏源│930.78亿元│+26.3%

中银国际│927.43亿元│+25.9%

巴克莱│926.8亿元│+25.8%

高盛│922.6亿元│+25.2%

瑞银│912.79亿元│+23.9%

摩根大通│910.64亿元│+23.6%

瑞信│910.42亿元│+23.6%

Jefferies│902.83亿元│+22.5%

摩根士丹利│902.42亿元│+22.5%

花旗│896亿元│+21.6%

野村│892.92亿元│+21.2%

美银美林│880亿元│+19.4%

按腾讯2018年第二季收入736.75亿人民币计算

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此外,综合4间券商预测,腾讯2019年第二季网络游戏收入料介乎272.03亿元至297.9亿元,较2018年第二季252.02亿元,按年升7.9%至18.2%;中位数280.9亿元,按年升11.4%。

券商│今年第二季网络游戏收入预测(人民币)│按年变幅

海通国际│297.9亿元│+18.2%

申万宏源│284.75亿元│+13%

瑞银│277.04亿元│+9.9%

摩根士丹利│272.03亿元│+7.9%

按腾讯2018年第二季网络游戏收入252.02亿人民币计算

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