《大行报告》杰富瑞升腾讯(00700.HK)目标价至721元 指业务多元化、具清晰策略及稳固执行力
杰富瑞发表研究报告,指出腾讯(00700.HK)业务多元化、具清晰策略及稳固执行力,整体策略旨在促进行业健康发展,维持「买入」投资评级,目标价由原来的651元上调至721元。
该行提到,第三季收入按年增长29%至1,250亿元人民币,符合市场预期。以非通用会计准则计算的纯利按年增长32%至323亿元人民币,较市场预期高出1.7%,并符合该行的预测。
杰富瑞指,腾讯手游收入按年增长61%,强劲表现持续带来惊喜。《王者荣耀》的平均日活跃用户在今年首十个月超过1亿。而另一个基於知名动漫IP创作的旗舰游戏《火影忍者》亦在季内录得破纪录的日活跃用户及收入。另外,看到在第四季新推出的游戏《天涯明月刀》获得正面的回响,虽然有季节性不利因素,但该行预期公司手游业务将会继续保持韧性。
至於腾讯的线上广告业务有所提速。在电话会议上,公司强调凭藉其庞大的流量,可以通过重新定位来抓住视频广告中的商机。另外,公司拥有不同价位的媒体资产组合来迎接这一趋势,预期朋友圈中的广告负载会以可衡量的方式增加。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.