《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK)將於8月18日(周三)公布截至今年6月底止中期業績,市場料公司各業務穩定增長,廣告業務表現較優,但考慮到持續對戰略投資加大投入如2B及網遊內容研發,會拖低利潤增速,本網綜合16間券商預測,騰訊2021年中期非國際財務報告準則純利料介乎632.71億至673.34億元人民幣,較2020年中期572.32億人民幣,按年上升10.6%至17.7%;中位數657.75億元人民幣,按年增加14.9%。
綜合9間券商預測,騰訊2021年中期純利料介乎740.96億至879.72億元人民幣,較2021年中期純利620.03億人民幣,按年上升19.5%至41.9%;中位數774.02億元人民幣,按年升24.8%。市場關注內地對互聯網數據平台、網遊監管壓力(防止未成年人沉迷遊戲)加大,投資者將關注騰訊管理層最新的營運策略及應對監管要求的指引。
下表列出35間券商對其評級及目標價:
券商│投資評級│目標價(港元)
星展│買入│939元
廣發証券│買入│860元
光大証券│買入│843元
中信建投│買入│831元
里昂│買入│826元
大和│買入│820元
海通國際│跑贏大市│804元
法巴│買入│800元
第一上海│買入│800元
大華繼顯│買入│789元
中銀國際│買入│780元
中泰國際│買入│779元
申萬宏源│買入│822->778元
交銀國際│買入│774元
招商證券國際│買入│774元
花旗│買入│772元
高盛│買入(「確信買入」名單)│906->759元
傑富瑞│買入│755元
匯控環球研究│買入│750元
元大證券│買入│750元
瑞信│跑贏大市│750元
美銀證券│買入│741元
安信證券│買入│724元
摩根士丹利│增持│720元
麥格理│跑贏大市│719元
摩根大通│710元
德銀│買入│700元
瑞銀│買入│700元
野村│買入│698元
中金│中性│682元
興業証券│買入│680元
中國銀河國際│增持│677.1元
中信証券│買入│674元
華泰金控│增持│669.4元
建銀國際│跑贏大市│600元
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