《大行报告》腾讯(00700.HK)投资评级及目标价(表)(更新)
腾讯(00700.HK)将於本周三(18日)公布截至去年底止全年业绩，受惠国内主要游戏表现强劲及海外游戏的贡献增加、商业支付服务及其他金融科技服务等所推动。本网综合26间券商预测，腾讯2019年非通用会计准则(Non-GAAP)纯利料介乎923.4亿至990亿元人民币，较2018年同期774.69亿人民币，按年增长19.2%至27.8%，中位数为943.26亿元人民币，按年增长21.8%。
综合33间券商预测，腾讯2019年纯利料介乎901.46亿至1,035.46亿元人民币，较2018年同期787.19亿元，按年增长14.5%至31.5%，中位数为937.24亿元人民币，按年增长19.1%。投资者预期腾讯旗下《王者荣耀》数据理想、《和平精英》流水释放，有助推动公司游戏业务，兼春节後旗下网游流水强劲，投资者将聚焦疫情对各业务影响，包括广告及支付等业务景指引。而瑞信今日发表报告指，腾讯管理层对今年业务前景指引才是关键，关注疫情对网游、广告及科技金融影响。
下表列出37间券商对其评级及目标价：
券商│投资评级│目标价(港元)
摩根大通│增持│530元
中信建投│买入│494元
东吴证券│买入│492.1元
高盛│买入│490元
花旗│买入│484元
广发证券│买入│422->482.6元
里昂│买入│480元
Jefferies│买入│480元
中信证券│买入│480元
海通国际│买入│475元
汇丰环球研究│买入│458元
第一上海│买入│423元
法巴│买入│460元
瑞信│跑赢大市│460元
安信证券│买入│460元
大和│买入│450元
华泰金控│买入│449元
瑞银│买入│460元
美银证券│买入│443元
兴业证券│买入│443元
京华山一│持有->买入│407->443元
野村│买入│440元
招商证券国际│买入│422元
招银国际│买入│420元
光大证券│买入│416元
大华继显│买入│412元
麦格理│跑赢大市│410元
交银国际│买入│401元
建银国际│跑赢大市│400元
摩根士丹利│增持│400元
巴克莱│增持│396元(51美元)
申万宏源│增持│395元
华创证券│推荐│392.26元
中银国际│买入│390元
中国银河国际│增持│389.8元
国泰君安证券│买入│355元
中金│中性│342元
农银国际│持有│328元
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.
