《大行報告》高盛升騰訊(00700.HK)目標價至705元 指上季營運趨勢強勁
高盛昨晚發表報告表示,騰訊(00700.HK)昨收市後公布今年第三季度總收入為1,254.5億人民幣按年增長29%,較該行及市場各高出1%及3%,非通用會計準則營業利潤錄381億元人民幣按年增長34%,高於該行預測0.5%。非通用會計準則攤薄後每股收益為3.31元人民幣按年增長30%,比該行及市場各高出3.6%及1.5%。
該行指,騰訊第三季業營運趨勢勁,旗下手遊收入按年升61%至392億人民幣,高於該行原預期增長46%,主要受惠於《王者榮耀》及《和平精英》的貢獻。
高盛今早報告表示,基於公司第三季盈利優預期,對其估值預測伸延至2022年,決定上調騰訊目標價,由678元升705元,此相當預測2022年市盈率30.7倍、核心市盈率24.2倍,予騰訊金融業務估值1,770億美元或相當每股141元。
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