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《大行報告》美銀證券上調騰訊(00700.HK)目標價至651元 評級「買入」
阿思達克 11-01 10:29
美銀證券發表報告表示,就騰訊(00700.HK)將於11月10日公佈今年第三季業績,預計公司收入將按年增長15%至1,440億元人民幣,其中料手機遊戲、廣告及金融科技收入增長減慢,手遊收入料達440億元人民幣,增幅較第二季的13%放緩至11%,同時關注海外業務的潛在推動作用。 該行估計,騰訊廣告業務預期受教育、房地產等行業需求下降,以及開放式應用展示監管禁令影響,但相信受Apple新隱私政策僅產生輕微影響,預測騰訊今年第三季廣告收入達240億元人民幣,增長13%。疫情料影響線下支付業務,預期金融科技及商業服務期內收入增長將減慢至36%。 美銀證券預期,騰訊將對研發及內容持續投資,計及視頻及遊戲營銷開支增加,將經營溢利率預期降至23%,該行上調對騰訊目標價,由626元升至651港元,以反映近期市場回升趨勢及投資業務的估值提升,維持對其「買入」投資。
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