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《大行报告》大和升腾讯(00700.HK)目标价至870元 海外网游收入占比达25%令人惊喜
阿思达克 03-25 11:35
大和发表报告表示,腾讯(00700.HK)去年第四季业绩符合预期,来自海外地区网游业务贡献及视频用户货币化进展均转趋正面,重申对其「买入」投资评级,上调目标价由850元升至870元,此按综合方式作估值,而反映其所投资的公司落实上市增加的因素。

该行指,虽然腾讯去年第四季旗下个人电脑及手游收入增长率轻微低於该行预期,但去年第四季海外网游业务收入已占总体网游业务收入25%,令人感到惊喜,并估计公司潜在推出新游戏可抵销去年较高基数的影响。

大和指,腾讯对旗下金融业务采取保守态度管控风险,相信公司会较少地受到监管改革的影响。

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