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《大行報告》野村下調騰訊(00700.HK)目標價至586元 管理層對短期展望採審慎態度
阿思達克 11-11 09:12
野村發表報告表示,騰訊(00700.HK)昨公佈今年第三季收入低市場原預期2%、非國際財務報告準則純利低市場原預期3%,主要受到廣告業務(按年僅升5%,對比2021年第二季按年升23%)影響,而騰訊管理層亦對廣告業務前景審慎,並估計監管及宏觀經濟放慢對旗下廣告業務的影響會在未來數季持續。 該行表示,重申對騰訊「買入」評級,下調其目標價,由原來621元降至586元,指對公司長遠前景正面,但料短期股價呈區間上落,會留意內地對互聯網行業監管何時纔會穩定,令市場情緒改善,並留意到騰訊管理層對短期業務展望亦採審慎態度。 野村表示,下調對騰訊今明兩年收入預測各2%及5%,下調對其明年每股盈利預測6%,反映公司業務展望因素。
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