《专题》大行对腾讯(00700.HK)评级、目标价及金融科技业务估值(表)
本网综合15间券商自9月以来列出对腾讯(00700.HK)投资评级及目标价:
券商│投资评级│目标价(港元)
瑞信│跑赢大市│683元
汇丰环球研究│买入│687元
华泰金融│买入│676元
里昂│买入│660元
野村│买入│655元
招商证券国际│买入│652元
瑞银│买入│650元
中信证券│买入│650元
交银国际│买入│627元
美银证券│买入│624元
摩根大通│增持│620元
大和│买入│620元
高盛│买入│601元
海通国际│跑赢大市│605元
法巴│持有│600元
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此外,本网综合5间券商列出对腾讯旗下金融科技业务估值,介乎990亿美元至1,960亿美元(约6,577.7亿至12,000亿人民币),中位数为1,469.5亿美元(约9,766亿人民币);若按大和料腾讯金融科技业务今明两年平均收入1,512亿人民币预测,以市场对腾讯旗下金融科技业务估值中位数计,相当於预测市销率6.5倍。
券商│金融科技业务估值预测│估值方式
汇丰环球研究│1,960亿美元(约13,026亿人民币)│按蚂蚁估值折让两成及比较经调整营运利润率两方法
大和│1,802亿美元(约12,000亿人民币)│今明两年平均市销率8倍
摩根大通│1,469.5亿美元(约9,766亿人民币)│-
中金│1,200亿美元(约7,975亿人民币)│相当明年市销率6倍(对应净利润率20%及市盈率30倍)
里昂│990亿美元(约6,577.7亿人民币)│按相当业务明年市销率7.5倍
(wl/t)
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