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《大行报告》里昂升腾讯(00700.HK)目标价至820元 料网游业务持续强劲
阿思达克 01-25 12:18
里昂近日发表研究报告表示,上调对腾讯(00700.HK)目标价,由715元升至820元,因上调对公司旗下网游及广告业务2022年经调整估值(至预测市盈率23倍、动态市盈率1.15倍)预测,以反映网游业务强劲趋势及小程序生态系统快速增长,维持「买入」评级。

该行表示早前出席了公司旗下微信公开课,今年将会重点发展视频及直播,料旗下小程序业务规模发展加快,品牌亦可建立个人专用流量,而里昂料微信总交易额(GMV)将按年倍升至1.6万亿元人民币,其中品牌GMV增长可达三倍。

里昂指,腾讯旗下小程序商店亦聚焦於中小型业务及内地偏远城市,估计视频化及交易将可推动公司旗下广告增长,以及增加面向商业端机会。

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