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《大行報告》野村下調騰訊(00700.HK)目標價至731元 因加大三領域投資降今年盈測
阿思達克 05-21 09:02
野村發表報告表示,騰訊(00700.HK)今年首季收入大致符合預期,盈利表現略低預期,期內遊戲業務收入按年升15%,高於該行原預期3%,手遊及個人電腦遊戲收入分別按年升19%及1%,高於該行原預期各2%及6%。

該行指,重申對騰訊「買入」評級,下調目標價由780元降至731元,公司指將加大三大主要領域的投資,包括企業服務、遊戲及短視頻,該行決定下調對其2021年非國際會計準則盈利預測9%(150億人民幣),以反映加大額外投資,並估計公司2021年盈利增長19%。

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