摩通:予騰訊(0700.HK)目標價450港元 評級“增持”
摩根大通發表報告表示,對於騰訊(0700.HK)
擬增持Supercell股權,顯示出其對Supercell手遊研發能力有信心,故預料騰訊全球網遊增長前景愈來愈樂觀。
該行見到內地更有可能推出Supercell遊戲作品《Brawl Stars》(《荒野亂鬥》),該遊戲仍未獲得內地牌照批准,而在微信平台已有26.3萬人預先註冊。該行預計,今次交易將於今年第四季完成,因此Supercell對騰訊的貢獻將可在2020年財年度完全反映出來,加上預料Supercell今年及明年收入分別按年增50%及25%,相信交易將可增加騰訊2020年收入及經營溢利分別4.1%及4.7%。
該行如給予騰訊目標價450港元,評級“
增持
”。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.