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大摩:將騰訊(0700.HK)目標價上調至650港元 評級增持
格隆匯 11-05 13:26

騰訊(0700.HK)將於11月12日公佈季績,摩根士丹利發表研究報告指,預計騰訊第三季收入按年升28%至1245億元人民幣,主要受線上遊戲收入強勁帶動,又預計第三季非通用會計準則純利按年升26%至309億元人民幣。該行將其目標價由570港元上調至650港元,評級增持。

大摩預計,騰訊第三季增值服務收入按年升31%至662億元人民幣,當中手機遊戲收入按年升48%。該行又預計,騰訊廣告收入將按年升17%至216億元,較第二季的13%增幅有所恢復;而金融科技及商業業務收入將按年升31%至351億元人民幣,以反映與第二季相似的增長勢頭。

該行將其2020-22年非通用會計準則每股盈利預測上調2-4%,以反映其近期收購合併計劃的影響,以及對金融科技及商業業務的長期增長預期。

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