《大行报告》大摩上调腾讯(00700.HK)手游收入预测 目标价升至820元
大摩发表研究报告指,其调查发现,市场低估全球手机市场机遇, 升腾讯(00700.HK)2020-24年手机游戏收入年复合增长率至20%,目标价亦由720元上调至820元,评级「增持」,反映市值达1万亿美元。
该行预期,公司至2024年手机游戏收入可达3,040万元人民币,受惠中国稳定增长15%及海外增长40%,较其他券商估计为高,相信其他券商对海外收入占比太过保守。
该行又指,公司未来6-12个月有新手机游戏获批、安卓系统分成减少和海外游戏交易消息等,都有利腾讯股价。
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