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《大行报告》瑞银上调腾讯(00700.HK)目标价至700元 评级「买入」
阿思达克 11-13 09:45
瑞银发表研究报告,指出腾讯(00700.HK)短期内仍是该行在行业中的首选,其手机游戏增长及产品线仍然强劲。长远而言,金融科技、云业务及广告等将会为公司带来多项增长动力。

事实上,手机游戏业务抵销小额贷款的影响。另外,该行初步评估公司相对其他同业,受小额贷款及任何潜在的反垄断法规的影响较少。而若游戏内容监管在明年上半年收紧,与其他内容类型相比,其游戏面对的风险亦较少。

该行预期公司第四季的手游收入按年增长45%,按季则跌3.8%,较早前的预期上调7.4%,并认为有潜在的上行空间。维持公司「买入」投资评级,目标价由原来的650元上调至700元。

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