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《大行報告》摩通下調騰訊(00700.HK)目標價至618元 評級「增持」
阿思達克 11-11 10:30
摩根大通發表研究報告,削騰訊控股(00700.HK)2022年經調整每股盈測5%,以反映今年第三季業績,認為投資者對監管風險憂慮有所放緩,管理層表示目前對成年人遊戲市場「課金」監管風險低,而新的個人信息收集法例對廣告業務影響輕微,料短期股價區間上落。 該行指出騰訊第三季業績參差,廣告業務展望轉弱,遜預期;遊戲業務展望改善;對廣告和遊戲監管風險似乎較預期溫和。在未來12個月,倘市場上調對騰訊盈利預期,或盈利增長轉勢,摩通相信騰訊可跑贏大市,予「增持」評級,目標價由630元降至618元。
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