《大行报告》高盛升腾讯(00700.HK)目标价至601元 次季业绩胜市场预期
高盛发表报表示,腾讯(00700.HK)今年第二季业绩符合该行预期,及高於市场预期,期内收入录1,149亿人民币,按年增速加快至29%(对比今年首季增速26%),高於市场预期;腾讯次季非通用计准则营运溢利亦高於该行原预期5%,属另一个业绩巩固的季度。
该行表示,上调对腾讯目标价由原来556元升至601元,此按综合方式作估值,因对其估值预测延伸6个月,此相当预测2022年核心市盈率24倍,对其2020年至2022年预测大致不变,维持对其「买入」投资评级。
高盛表示,腾讯第二季总体网游收入按年升38%(该行原料升31%)、手游收入按年升62%、个人电脑游戏则跌7%,该行相信《地下城与勇士》手游延期推出只属暂时性,对该游戏前景仍保持乐观。
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