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《大行报告》里昂下调腾讯(00700.HK)目标价至855元 评级「买入」
阿思达克 05-25 10:00
里昂发表研究报告,指腾讯(00700.HK)首季业绩稳健,符预期,收入增25%至1,350亿元,经调整EBIT增20%至430亿元,手机游戏收入虽然基数较高,但仍见19%增幅,受惠王者荣耀的更新,以及天涯明月刀手游的推出。公司的金融科技、企业服务复苏,按年增47%,主因受惠支付业务增长。

该行指,公司於第二季收入增长或放慢,因国家有成立100周年庆祝活动,料第三季才有强劲复苏。该行估计基於新游戏如《英雄联盟:激斗峡谷》推出,手游业务料按年增19%,重申「买入」评级,目标价由910元降至855元,并下调今明两年经调整盈利增长预测14%及11%。

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