《大行報告》瑞信下調騰訊(00700.HK)目標價至615元 評級「跑贏大市」
瑞信發表研究報告,指騰訊控股(00700.HK)今年第三季收入大致符預期,經調整盈利爲317億元人民幣按年跌2%,稍遜預期主因毛利率轉弱。
該行指,騰訊第三季顯示盈利向下,特別是廣告業務方面,在聽取公司管理層報告後,對明年展望審慎,同時公司管理層對監管的評語釋除投資者憂慮,當中包括針對成人的監管可能性較低、私隱政策的實施,以及新監管實施對公司的影響較微。
該行下調騰訊2021至2022年每股盈利預測各2.9%及7%,將目標價由640元降至615元,維持「跑贏大市」評級。
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