《大行报告》腾讯(00700.HK)投资评级及目标价(表)(更新)
腾讯(00700.HK.HK)将於明天(24日)公布截至去年业绩,市场预期腾讯旗下游戏业务在收购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,综合25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1,225.56亿元人民币,按年增加29.9%。
综合28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1,312.55亿元人民币,按年增加40.7%。
本网综合34间券商预测,腾讯2020年收入料介乎4,675亿至4,905亿元人民币,较2019年3,772.89亿人民币,按年增加23.9%至增加30%,中位数为4,805亿元人民币,按年上升27.4%。
投资者势将关注内地反垄断政策对腾讯潜在影响、公司管理层对旗下网游、视频号、广告业务及金融科技业务等最新营运指引。
本网列出31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
广发证券│买入│889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
中信证券│买入│820元
美银证券│买入│813元
华创证券│买入│808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
华兴资本│买入│775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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