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《大行報告》摩通下調騰訊(00700.HK)目標價至630元 料上季收入增長放緩
阿思達克 10-15 10:34
摩根大通發表報告指,騰訊(00700.HK)將於11月10日公布第三季業績,預計騰訊在今年第三季的收入按年增長由前一季的20%放緩到12%,遊戲收入按年增長放緩至5%,廣告收入按年增長放緩至13%,金融及商業服務按年增長放緩至26%。該行預計投資者大致上預計騰訊在第三季的業績表現疲弱,預計騰訊股價會在450元至510元區間波動,該行將騰訊目標價由640元下調至630元,評級「增持」。 摩通預計,收入增幅放緩和投資開支增加,將進一步壓縮騰訊盈利,未來影響其股價的因素將會是管理層對營商環境的展望,包括11月內地開始實施的個人信息保護法帶來的影響、遊戲監管規例改變、金融及商業服務的增長動力。摩通認為,騰訊在本月初提出《英雄聯盟》手機版變現速度有驚喜,而且目前並沒有蠶食《王者榮耀》的收入。
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