《大行報告》大摩:騰訊(00700.HK)上季盈利增長具質素 但關注疫情後網遊及金融科技業務展望
摩根士丹利發表報告表示,騰訊(00700.HK)今年第三季度總收入較該行原預期高出1%,季內手遊收入按年升61%,抵銷了金融科技與商業服務(FBS)(按年升24%)的影響,公司期內非通用會計準則純利高於市場預測2%。
該行指,喜愛騰訊上季具質素的盈利增長,但需關注公司管理層對疫情後網遊及金融科技與商業服務業務的展望,重申對騰訊「增持」評級及目標價650元。
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