《大行報告》里昂下調騰訊(00700.HK)目標價至855元 評級「買入」
里昂發表研究報告,指騰訊(00700.HK)首季業績穩健,符預期,收入增25%至1,350億元,經調整EBIT增20%至430億元,手機遊戲收入雖然基數較高,但仍見19%增幅,受惠王者榮耀的更新,以及天涯明月刀手遊的推出。公司的金融科技、企業服務復甦,按年增47%,主因受惠支付業務增長。
該行指,公司於第二季收入增長或放慢,因國家有成立100周年慶祝活動,料第三季才有強勁復甦。該行估計基於新遊戲如《英雄聯盟:激鬥峽谷》推出,手遊業務料按年增19%,重申「買入」評級,目標價由910元降至855元,並下調今明兩年經調整盈利增長預測14%及11%。
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