腾讯(00700.HK)反弹受制10天线倒跌1.6% 绩後多间大行重申「买入」评级
腾讯(00700.HK)中绩胜预期,汇丰及大和绩後重申腾讯「买入」评级目标价分别升至655元及620元,美银也重申腾讯「买入」评级,但目标价略降至606元,以反映轻微下调公司未来三年盈测。该股承过去两连弹势,今早随ADR及美国科技股高开1.4%报528元,最高见531元,受制10天线(531.5元),掉头倒跌1.6%,报512元,成交已有1,446万股,涉资75.37亿元。
腾讯昨天收市後公布,中期纯利按年升近21%至620.03亿元人民币(下同),高於本网之前综合13间券商预测范围(511.66-582亿元)上限,每股盈利6.541元,维持不派中期息。若非按通用会计准则计算,中期纯利按年升28.7%至572.32亿元(也接近市场预期范围上限577亿元),每股盈利6.038元。单计次季,腾讯纯利331.07亿元人民币,按年及按季分别增长37%及15%,毛利按年升36%至532.1亿元,总营收按年升29%至1,148.83亿元。若非按通用会计准则计算的次季纯利301.53亿元,按年及按季分别增长28%及11%。
腾讯上半年营收按年升约28%至2,229.48亿元,其中增值服务收入按年升逾31%至1,274.31亿元;金融科技及企业服务收入按年升26%至563.37亿元;网络广告收入按年升近22%至362.65亿元。期内,EBITDA按年升约25%至827.53亿元。
腾讯管理层在业绩电话会议中指出,美国行政命令主要针对在美国WeChat应用程式,并非公司在美国其他业务,并强调在美国WeChat跟在中国微信是两个不同产品,且美国市场收入占整体不足2%,广告收入更占整体不足1%,认为行政命令不影响公司在中国平台上广告。
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