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《大行報告》野村下調騰訊(00700.HK)目標價至698元 維持「買入」評級
阿思達克 07-26 14:25
野村發表研究報告,預期騰訊(00700.HK)次季收入大致符合預測,投資增加料令盈利增長放緩,但仍有可能超出市場預期,維持「買入」評級。

該行估計騰訊第二財季線上遊戲收入將按年增長11%,增幅較首季的15%減慢,增長主要來自手遊,主要由於基數效應及期內缺乏焦點新遊戲的發行。

野村並預期,第二季金融科技及雲端業務收入將分別增長40%及38%,指出內地雲端行業競爭加劇,華為雲近期在政府及國企招標項目上出價進取,或將引起新一輪價格戰。

野村將騰訊2021至2022財年非國際會計準則淨利潤預測下調5%及9%,以反映線上遊戲收入預測下調,料2021財年線上遊戲收入及盈利將分別增長12%及13%,早前預期為16%及19%,目標價由731元降至698元。

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