《大行報告》瑞信料騰訊(00700.HK)首季收入增24% 純利升27%至343億人民幣
瑞信發表的研究報告指,料騰訊控股(00700.HK)首季收入按年升24%至1,330億元人民幣,經調整溢利則按年升27%至343億元人民幣。
該行料騰訊手遊收入將按年升17%,主要受惠旗艦遊戲帶動,以及《天涯明月刀》及《使命召喚》手遊表現穩健,首季線上廣告收入增長則料會加快至22%,主要受惠社交廣告健康增長,而媒體廣告表現亦有改善。金融科技及企業服務方面則料按年增長38%,主要受惠金融科技業務穩定及雲服務復甦。
該行認為應聚焦於公司手遊產品線及增長前景,另外亦要留意不同領域如教育、外國體育服裝品牌的廣告需求等,另外亦關注公司就監管環境的更新,以及微信的變現策略。
瑞信將公司2021-22年每股盈測升1-2%,繼續認為公司增長前景清晰,同時中期將受惠手遊產品線強勁及微信生態變現程度較低,維持「跑贏大市」評級,目標價維持800元不變。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.