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《大行報告》大和升騰訊(00700.HK)目標價至870元 海外網遊收入佔比達25%令人驚喜
阿思達克 03-25 11:35
大和發表報告表示,騰訊(00700.HK)去年第四季業績符合預期,來自海外地區網遊業務貢獻及視頻用戶貨幣化進展均轉趨正面,重申對其「買入」投資評級,上調目標價由850元升至870元,此按綜合方式作估值,而反映其所投資的公司落實上市增加的因素。

該行指,雖然騰訊去年第四季旗下個人電腦及手遊收入增長率輕微低於該行預期,但去年第四季海外網遊業務收入已佔總體網遊業務收入25%,令人感到驚喜,並估計公司潛在推出新遊戲可抵銷去年較高基數的影響。

大和指,騰訊對旗下金融業務採取保守態度管控風險,相信公司會較少地受到監管改革的影響。

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