《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK.HK)將於下周四(20日)公布截至今年首季度業績,由於手遊及社交平台廣告務收入於2020年首季因疫情影響下的基數較高、及公司今年來對視頻業務營銷推廣支出,本網綜合14間券商預測,騰訊2021年首季非國際財務報告準則純利料介乎296.27億至369.51億元人民幣,較2020年首季270.79億元人民幣,按年增加9.4%至增加36.5%;中位數為340.33億元人民幣,按年增加25.7%。
綜合9間券商預測,騰訊2021年首季純利料介乎257.63億至372.21億元人民幣,較2020年首季288.96億元人民幣按年減少-10.8%至增加28.8%;中位數為321.13億元人民幣,按年增加11.1%。由於國家市監局等多部門對經濟數據平台企業進行調查,投資者將關注騰訊對各業務重組特別是金融科技等重組或重型的指引。
下表列出33間券商對其美股評級及目標價:
券商│投資評級│目標價(港元)
星展│買入│1,033元
海通國際│優於大市│966元
里昂│買入│910元
廣發証券│買入│889元
大和│買入│870元
申萬宏源│買入│858元
交銀國際│買入│843元
光大証券│買入│843元
大華繼顯│買入│832元
中信建投│買入│831元
招商證券國際│買入│809元
花旗│買入│808元
華創証券│推薦│808元
摩根士丹利│增持│800元
瑞信│跑贏大市│800元
法巴│買入│800元
農銀國際│買入│800元
第一上海│買入│800元
匯豐環球研究│買入│796元
中銀國際│買入│796元
美銀證券│買入│792元
國泰君安│買入│790元
瑞銀│買入│780元
野村│買入│780元
麥格理│跑贏大市│778元
華興資本│買入│775元
傑富瑞│買入│755元
建銀國際│跑贏大市│743元
安信証券│買入│731元
興業証券│買入│730元
工銀國際│跑贏大市│725元
德銀│買入│705元
中國銀河國際│增持│692.9元
中金│中性│682元
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