《大行報告》騰訊(00700.HK)投資評級及目標價(表)(更新)
科網巨頭騰訊(00700.HK.HK)將於下周三(24日)公布截至去年業績,市場預期騰訊旗下遊戲業務在收購Supercell影響下,估計其去年第四季增長減慢,但其推出多個新遊戲去季推出後反應仍理想,綜合23間券商預測,騰訊2020年非國際財務報告準則純利料介乎1,190億至1,261.06億元人民幣,按年增加26.1%至增加33.7%,較2019年同期943.51億元人民幣,中位數為1,231.42億元人民幣,按年增加30.5%。
綜合26間券商預測,騰訊2020年純利料介乎1,084.66億至1,958.06億元人民幣,較2019年同期933.1億人民幣,按年增加16.2%至增加109.8%,中位數為1,312.55億元人民幣,按年增加40.7%。
外電引述消息指騰訊未來或需為支付業務等成立金融控股公司,投資者勢將關注內地反壟斷政策對騰訊潛在影響、公司管理層對旗下網遊、視頻號、廣告業務及金融科技業務等最新營運指引。
本網列出29間券商對其騰訊投資評級及目標價:
券商│投資評級│目標價(港元)
高盛│買入│929元
里昂│買入│910元
花旗│買入│876元
交銀國際│買入│873元
野村│買入│864元
匯豐環球研究│買入│854元
摩根大通│增持│850元
大和│買入│850元
麥格理│跑贏大市│846元
瑞銀│買入│830元
招商證券香港│買入│829元
摩根士丹利│增持│820元
中信証券│買入│820元
美銀證券│買入│813元
華創證券│買入│808元
安信國際│買入│807元
瑞信│跑贏大市│800元
國泰君安國際│買入│786元
建銀國際│跑贏大市│743元
農銀國際│買入│730元
傑富瑞│買入│721元
第一上海│買入│721元
天風證券│買入│705元
光大證券│買入│700元
德銀│買入│670元
法巴│持有│658元
中國銀河國際│增持│652.7元
中銀國際│買入│651元
瑞穗│中性│600元
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