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《大行报告》腾讯(00700.HK)投资评级及目标价(表)
阿思达克 03-05 16:12
科网巨头腾讯(00700.HK.HK)将於本月24日(周三)公布截至去年业绩,市场预期腾讯旗下游戏业务在内地经济及工作秩序回复正常及收购Supercell影响下,估计其去年第四季增长减慢,但其推出多个新游戏去季推出後反应仍理想,本网综合23间券商预测,腾讯2020年非国际财务报告准则纯利料介乎1,190亿至1,261.06亿元人民币,按年增加26.1%至增加33.7%,较2019年同期943.51亿元人民币,中位数为1,231.42亿元人民币,按年增加30.5%。

综合24间券商预测,腾讯2020年纯利料介乎1,084.66亿至1,958.06亿元人民币,较2019年同期933.1亿人民币,按年增加16.2%至增加109.8%,中位数为1,313.2亿元人民币,按年增加40.7%。

投资者将关注腾讯旗下网游、视频号、广告业务及金融科技业务等营运指引,并留意内地反垄断政策的潜在影响等。

本网列列出27间券商对其腾讯投资评级及目标价:

券商│投资评级│目标价(港元)

高盛│买入│929元

里昂│买入│910元

花旗│买入│876元

交银国际│买入│873元

野村│买入│864元

汇丰环球研究│买入│854元

摩根大通│增持│850元

大和│买入│850元

麦格理│跑赢大市│846元

瑞银│买入│830元

招商证券香港│买入│829元

摩根士丹利│增持│820元

美银证券│买入│813元

安信国际│买入│807元

瑞信│跑赢大市│800元

国泰君安国际│买入│786元

建银国际│跑赢大市│743元

农银国际│买入│730元

杰富瑞│买入│721元

第一上海│买入│721元

天风证券│买入│705元

光大证券│买入│700元

德银│买入│670元

法巴│持有│658元

中国银河国际│增持│652.7元

中银国际│买入│651元

瑞穗│中性│600元

(fc/w)

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