《大行报告》腾讯(00700.HK)投资评级及目标价(表)
腾讯(00700.HK.HK)将於下周四(20日)公布截至今年首季度业绩,由於手游及社交平台广告务收入於2020年首季因疫情影响下的基数较高、及公司今年来对视频业务营销推广支出,本网综合14间券商预测,腾讯2021年首季非国际财务报告准则纯利料介乎296.27亿至369.51亿元人民币,较2020年首季270.79亿元人民币,按年增加9.4%至增加36.5%;中位数为340.33亿元人民币,按年增加25.7%。
综合9间券商预测,腾讯2021年首季纯利料介乎257.63亿至372.21亿元人民币,较2020年首季288.96亿元人民币按年减少-10.8%至增加28.8%;中位数为321.13亿元人民币,按年增加11.1%。由於国家市监局等多部门对经济数据平台企业进行调查,投资者将关注腾讯对各业务重组特别是金融科技等重组或重型的指引。
下表列出33间券商对其美股评级及目标价:
券商│投资评级│目标价(港元)
星展│买入│1,033元
海通国际│优於大市│966元
里昂│买入│910元
广发证券│买入│889元
大和│买入│870元
申万宏源│买入│858元
交银国际│买入│843元
光大证券│买入│843元
大华继显│买入│832元
中信建投│买入│831元
招商证券国际│买入│809元
花旗│买入│808元
华创证券│推荐│808元
摩根士丹利│增持│800元
瑞信│跑赢大市│800元
法巴│买入│800元
农银国际│买入│800元
第一上海│买入│800元
汇丰环球研究│买入│796元
中银国际│买入│796元
美银证券│买入│792元
国泰君安│买入│790元
瑞银│买入│780元
野村│买入│780元
麦格理│跑赢大市│778元
华兴资本│买入│775元
杰富瑞│买入│755元
建银国际│跑赢大市│743元
安信证券│买入│731元
兴业证券│买入│730元
工银国际│跑赢大市│725元
德银│买入│705元
中国银河国际│增持│692.9元
中金│中性│682元
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