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大和:重申騰訊(0700.HK)買入評級 目標價870港元
格隆匯 04-28 12:54

大和發表研究報吿,指騰訊(0700.HK)下月20日公佈首季業績,基於手機遊戲及行業數據,上調對其預測。該行料集團總收入按年增22.7%至1326億元人民幣,非國際財務報吿準則經營盈利增25.6%至447億元人民幣。 該行估計其網絡遊戲收入增17%,其中手機遊戲收入增22%至420億元。網絡廣吿收入估計增25%,而低基數下,支付量增長有機會加快至35%。

雖然對反壟斷法的憂慮繼續影響騰訊股價,但該行認為監管風險可控,該股目前估值為5年平均市盈率31倍,為下半年推出重磅遊戲前,提供良好買入機會。

該行上調對集團2021至2023年總收入預測2%,重申對其買入評級,目標價870港元。

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