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《大行報告》野村:騰訊(00700.HK)微信小程序可加強電商生態系統 上望目標價655港元
阿思達克 09-14 11:30
野村發表報告表示,參加騰訊(00700.HK)在9月9日至11日在網上舉行2020年全球數字生態系統峰會,今次峰會旨在展示騰訊的最新業務消息,公司為各種行業提供企業解決方案的專業知識。該行對騰訊的企業級解決方案給留下了最深刻印象,並指已滲透到大多數面向消費者的行業,包括零售,運輸和政府服務;而微信團隊不斷推出新的迷你小程序,內部開發和第三方SaaS提供商提供的程序來幫助,指企業適應並在微信環境中運營。

該行指,騰訊旗下微信小程序可加強其電子商務生態系統,指去年總交易額按年增長160%至8,000億元人民幣。在龐大的用戶支持下超過4億個DAU的基礎,小程序已成為其中的首選平台之一。而零售商和電子商務商家亦超過100萬個品牌選擇微信小程序。

野村稱,維持對騰訊「買入」評級及目標價655港元,該行重視騰訊的移動遊戲業務估值為2,220億美元(相當明年預測市盈率20倍),予微信估值1,920億美元(相當明年預測市盈率33倍)和微信支付2,670億美元(明年預測市銷率13倍。

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