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大行每日評級 | 騰訊目標價遭下調,大行繼續唱好福耀玻璃

今日看點

1. 摩根士丹利維持對騰訊控股(00700)增持評級,目標價由820港元降至800港元,該行料騰訊控股首季非國際財務準則純利同比增長21%,但新遊戲產品線及短期廣告方面受到阻礙。

2. 高盛維持呷哺呷哺(00520)“買入”評級,目標價降14%至18港元,強調湊湊火鍋行政總裁離任有關的執行風險,並預期今年新店開店不足公司預期,但看好增長前景;摩根士丹利則維持對呷哺呷哺“與大市同步”評級及目標價15.1港元,認爲湊湊總裁辭任不會令相關業務中斷。業績不佳加上湊湊CEO辭職,截至發稿,呷哺呷哺股價跌超12%。

3. 花旗維持福耀玻璃(03606)“買入”評級,目標價升10.2%至54港元,該行上調2021-25年盈利預測,看好其鋁飾板、太陽能背板及汽車玻璃。上週公司表示,第一季度營收同比增長36.8%,淨利潤同比增長85.9%,截至發稿,今日股價大漲超10%。

4. 投行Ascendiant將遊戲驛站(GME)的評級從“持有”下調至“賣出”,將目標價從12美元下調至10美元。該行憂慮該公司的電子數字業務以及視頻遊戲業務的長期前景,尤其是硬件銷售隨着裝機成熟而放緩。

 

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