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《大行報告》匯豐研究下調騰訊(00700.HK)目標價至655元 評級「買入」
匯豐研究發表報告指,中國互聯網行業的競爭格局已發生永久性變化,在現今監管背景下重新審視該行業,考慮到所有因素,認爲電商發展目前處於最佳位置,當中較看好騰訊(00700.HK)的多元化收入來源及京東(09618.HK)的電商發展空間。 報告指出,騰訊爲該行在內地互聯網行業的首選,主要由於收入來源多元化,可以幫助其抵禦監管風險。該行認爲,騰訊對Sea Ltd.等海外企業的投資,將爲股價提供支持,同時憧憬海外遊戲業務擴張,以及更多業務變現,維持「買入」評級。但重新審視行業價值,與計及監管和ESG等因素後,將目標價由700元降至655元。
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