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《大行報告》里昂升騰訊(00700.HK)目標價至820元 料網遊業務持續強勁
阿思達克 01-25 12:18
里昂近日發表研究報告表示,上調對騰訊(00700.HK)目標價,由715元升至820元,因上調對公司旗下網遊及廣告業務2022年經調整估值(至預測市盈率23倍、動態市盈率1.15倍)預測,以反映網遊業務強勁趨勢及小程序生態系統快速增長,維持「買入」評級。

該行表示早前出席了公司旗下微信公開課,今年將會重點發展視頻及直播,料旗下小程序業務規模發展加快,品牌亦可建立個人專用流量,而里昂料微信總交易額(GMV)將按年倍升至1.6萬億元人民幣,其中品牌GMV增長可達三倍。

里昂指,騰訊旗下小程序商店亦聚焦於中小型業務及內地偏遠城市,估計視頻化及交易將可推動公司旗下廣告增長,以及增加面向商業端機會。

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