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《大行報告》傑富瑞升騰訊(00700.HK)目標價至721元 指業務多元化、具清晰策略及穩固執行力
阿思達克 11-13 14:32
傑富瑞發表研究報告,指出騰訊(00700.HK)業務多元化、具清晰策略及穩固執行力,整體策略旨在促進行業健康發展,維持「買入」投資評級,目標價由原來的651元上調至721元。

該行提到,第三季收入按年增長29%至1,250億元人民幣,符合市場預期。以非通用會計準則計算的純利按年增長32%至323億元人民幣,較市場預期高出1.7%,並符合該行的預測。

傑富瑞指,騰訊手遊收入按年增長61%,強勁表現持續帶來驚喜。《王者榮耀》的平均日活躍用戶在今年首十個月超過1億。而另一個基於知名動漫IP創作的旗艦遊戲《火影忍者》亦在季內錄得破紀錄的日活躍用戶及收入。另外,看到在第四季新推出的遊戲《天涯明月刀》獲得正面的迴響,雖然有季節性不利因素,但該行預期公司手遊業務將會繼續保持韌性。

至於騰訊的線上廣告業務有所提速。在電話會議上,公司強調憑藉其龐大的流量,可以通過重新定位來抓住視頻廣告中的商機。另外,公司擁有不同價位的媒體資產組合來迎接這一趨勢,預期朋友圈中的廣告負載會以可衡量的方式增加。

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