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《大行報告》瑞銀上調騰訊(00700.HK)目標價至700元 評級「買入」
阿思達克 11-13 09:45
瑞銀發表研究報告,指出騰訊(00700.HK)短期內仍是該行在行業中的首選,其手機遊戲增長及產品線仍然強勁。長遠而言,金融科技、雲業務及廣告等將會為公司帶來多項增長動力。

事實上,手機遊戲業務抵銷小額貸款的影響。另外,該行初步評估公司相對其他同業,受小額貸款及任何潛在的反壟斷法規的影響較少。而若遊戲內容監管在明年上半年收緊,與其他內容類型相比,其遊戲面對的風險亦較少。

該行預期公司第四季的手遊收入按年增長45%,按季則跌3.8%,較早前的預期上調7.4%,並認為有潛在的上行空間。維持公司「買入」投資評級,目標價由原來的650元上調至700元。

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