《大行報告》大摩降騰訊(00700.HK)明年非國際財務準則純利預測一成 重申「增持」評級
摩根士丹利發表報告表示,決定下調對騰訊控股(00700.HK)2021至2023年國際財務準則計純利預測分別1%、10%及8%,以反映廣告業務收入和策略性投資之持續盈利受壓。
該行指,騰訊目前估值相於核心盈利之約20倍,屬較吸引水平,維持對其「增持」投資評級及目標價650元。
大摩表示,騰訊旗下遊戲業務維持穩定增長,廣告行業正處於重整階段,但不屬結構性調整;[該行指公司旗下「元宇宙」項目目前仍屬初步發展階段,目前難談長遠發展機會,
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