富瑞:升腾讯(0700.HK)目标价至515港元 维持买入评级
富瑞发表研究报告指,腾讯(0700.HK)今年首季业绩胜预期,认为虽然腾讯在第二季或回复正常的趋势,但相信在数字化加速下,腾讯仍能拥抱长远发展机会。富瑞维持其买入投资评级,目标价由490港元上调至515港元。
富瑞表示,基于腾讯首季手游业绩胜预期,该行上调全年手游收入增长预测至38%。该行预期,下半年腾讯有更多的游戏推出,为智能手机游戏带来更多的催化剂。
广告方面,富瑞对腾讯首季社交广告胜预期感到乐观,并看好腾讯强劲的技术能力,能为商户提供高投资回报率,并预期网上广告收入在短期不利因素下,仍能录得按年20%增长。
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