《專題》大行對騰訊(00700.HK)評級、目標價及金融科技業務估值預測(表)
本網綜合15間券商自9月以來列出對騰訊(00700.HK)投資評級及目標價:
券商│投資評級│目標價(港元)
瑞信│跑贏大市│683元
匯豐環球研究│買入│687元
華泰金融│買入│676元
里昂│買入│660元
野村│買入│655元
招商證券國際│買入│652元
瑞銀│買入│650元
中信証券│買入│650元
交銀國際│買入│627元
美銀證券│買入│624元
摩根大通│增持│620元
大和│買入│620元
高盛│買入│601元
海通國際│跑贏大市│605元
法巴│持有│600元
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此外,本網綜合5間券商列出對騰訊旗下金融科技業務估值,介乎990億美元至1,960億美元(約6,577.7億至12,000億人民幣),中位數為1,469.5億美元(約9,766億人民幣);若按大和料騰訊金融科技業務今明兩年平均收入1,512億人民幣預測,以市場對騰訊旗下金融科技業務估值中位數計,相當於預測市銷率6.5倍。
券商│金融科技業務估值預測│估值方式
匯豐環球研究│1,960億美元(約13,026億人民幣)│按螞蟻估值折讓兩成及比較經調整營運利潤率兩方法
大和│1,802億美元(約12,000億人民幣)│今明兩年平均市銷率8倍
摩根大通│1,469.5億美元(約9,766億人民幣)│-
中金│1,200億美元(約7,975億人民幣)│相當明年市銷率6倍(對應淨利潤率20%及市盈率30倍)
里昂│990億美元(約6,577.7億人民幣)│按相當業務明年市銷率7.5倍
(wl/t)
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