穆迪指美國針對WeChat禁令對騰訊(00700.HK)評級及展望無即時影響
評級機構穆迪指,美國商務部對WeChat的禁令對騰訊(00700.HK)「A1」信貸評級及穩定展望概無即時影響。
該行指出禁令將限制WeChat在美國的發行及營運,但據去年年報指出,公司有96%的收入是來自中國內地,意味來自海外市場收入少於4%,而美國佔比則更低,故認為影響有限。此外公司評級達「A1」反映財務表現亦強勁,估計可吸收禁令所帶來的潛在影響。
該行估計今年騰訊收入增長及利潤將維持穩健,而截至6月底公司經調整債務與EBITDA比達1.8倍,在手現金亦相當於2,600億元人民幣,該行認為財務強勁的表現在未來12至18個月亦維持大致不變。該行會繼續密切監察事情發展,並研究對公司信貸層面的潛在影響。
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