《大行报告》大和升腾讯(00700.HK)目标价至710元 料明年手游趋势仍强劲
大和发表报告,就腾讯(00700.HK)将於本周四(12日)公布今年第三季业绩,估计公司第三季收入1,215亿元人民币、料非国际财务报告准则(Non-IFRS)纯利录302亿元人民币,基於公司今年10月推出数只主要游戏,料其於今年下半年手游收入可按年增长逾40%。
该行表示,重申对腾讯「买入」评级,上调对其目标价由620元升至710元,此按综合方式作估值,对其估值延伸至2021年。
大和称,相信腾讯明年游戏管道趋势仍然强劲(料手游收入可升22%)、并对虎牙、斗鱼及搜狗进行整合。该行轻微上调对腾讯今年Non-IFRS纯利预测0.9%,但下调对其2021年及2022年Non-IFRS纯利预测各1%及3.2%。
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