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招銀國際:升騰訊(0700.HK)目標價至669港元 維持買入評級
格隆匯 11-13 13:20

招銀國際發表報告,將騰訊(0700.HK)目標價由624港元升至669港元,維持買入評級。

報告指,騰訊第三季業績收入按年增長29%至1254億元人民幣,高過市場及該行預期,主要由於遊戲收入強勁;非國際財務報告準則盈利按年增長32%至323億元人民幣,亦高過市場預期。報告又指,第三季遊戲收入增速加快至45%,其中手機遊戲升61%,勝市場預期,主要由《王者榮耀》、《PUBG》等主要遊戲和海外市場帶動,有助減低市場對疫情受控後遊戲增長放緩的憂慮。

該行對第四季遊戲增長動力樂觀,因海外市場於疫情下貢獻增加;主要遊戲之遞延收入;新遊戲帶來更多增長。廣告業務方面,第三季收入按年升16%,較第二季之13%增速加快,但略低於市場預期的17%-18%升幅。

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