You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛下調騰訊(00700.HK)目標價至748元 維持確信買入
高盛發表研究報告,重申對騰訊(00700.HK)的「買入」評級(確信),指出騰訊作爲全球最大遊戲公司及中國最大社交平臺,隨着元宇宙發展,公司在遊戲中提升社交參與度的戰略,以及海外遊戲相關投資等,將有助於推動海外遊戲收入及利潤增長。 短期而言,該行認爲騰訊成功推出英雄聯盟手遊(10月8日)及王者榮耀IP改編遊戲(10月30日),意味受到監管影響可能較預期溫和。另外,預計受惠於微信內部資源整合及對搜狗完成收購,騰訊線上廣告收入料將改善。 高盛預測,在當局對監管開屏廣告的整改、Apple隱私措施更新及即將出臺的個人信息保護法等相關法規推出的大環境下,騰訊的增長將較同行具韌性,對今年第三季及2021至2023年收入與淨利潤預測大致不變,調整幅度介乎0%至下降2%,目標價由755元降至748元。 該行預測第三季騰訊收入將按年增長16%至1,456億元人民幣,經調整經營溢利增長10%至420億元人民幣,經調整淨利潤料下跌3%至314億元人民幣。按業務劃分,預期線上遊戲收入增長放緩至10%(第二季增12%);線上廣告升13%(第二季增23%);受監管收緊影響,金融科技業務增長料減慢至28%(第二季增38%);雲業務則升58%(第二季增52%)。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account