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《大行報告》大和下調騰訊(00700.HK)目標價至650元 評級「買入」
阿思達克 10-11 10:30
大和發表報告指,預期市場將重估騰訊控股(00700.HK)今年下半年和明年的情況,以反映監管當局對內地遊戲業的發展以及宏觀經濟的看法。 該行預期,市場會以較「貼地」的看法去估算明年的表現,但該行料騰訊短期仍有風險,但仍看好公司結構性增長前景,以及公司對監管敏感度較低,有助其增長動力。 大和預期騰訊今年第三季線上遊戲增長為7%,同時下調對其2022至2023年收入預測4-5%,下調對其2022年及2023年純利預測各5.2%及5.3%,下調對騰訊的目標價由700元降至650元,基於對其廣告業務預測市盈率估值由25倍下修至22倍,評級「買入」。
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