《大行报告》腾讯(00700.HK)投资评级及目标价(表)(更新)
腾讯(00700.HK)将於本周四(12日)公布截至9月底止第三季度业绩,受惠於旗下网游《王者荣耀》和《绝地求生》(PUBG手游(全球)等游戏势头强劲,抵销了延推《地下城与勇士》的影响,料网游收入可按年增逾四成带动下、在广告收入增持保持平稳下,本网综合15间券商预测,腾讯今年第三季纯利料介乎259.79亿至337.9亿人民币,较2019年同期203.82亿元人民币,按年上升27.5%至增加65.8%;中位数为289.31亿元人民币,按年增加42%。
综合16间券商预测,腾讯今年第三季非国际财务报告准则纯利料介乎295.49亿至333.85亿元人民币,较去年同期244.12亿人民币,按年增加21%至增加36.8%;中位数为316.65亿元人民币,按年增加30%。投资者将聚焦公司网游业前景及需求、包括《地下城与勇士》项目进展、微信平台货币化进程等。
下表列出29间券商对其港股评级及目标价:
券商│投资评级│目标价(元)
麦格理│跑赢大市│815元
里昂│买入│715元
野村│买入│703元
汇丰环球研究│买入│687元
瑞信│跑赢大市│683元
高盛│买入│601->678元
华泰金控│买入│676元
招商证券国际│买入│652元
杰富瑞│买入│651元
摩根士丹利│增持│650元
瑞银│买入│650元
中信证券│买入│650元
花旗│买入│649元
安信证券│买入│642元
元大证券│买入│640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
星展│买入│615元
华创证券│推荐│610元
海通国际│跑赢大市│605元
工银国际│跑赢大市│605元
光大证券│买入│602元
法巴│持有│600元
建银国际│跑赢大市│590元
国泰君安国际│买入│590元
兴业证券│买入│582元
中金│中性│541元
(fc/w)
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