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恆指反覆回軟 騰訊(00700.HK)績後回吐3%失10天線
恆指繼昨天收復逾330點所有失地倒升183點或0.7%後,今早大市反覆回軟,高低見25,115/24,836,現報24,944,回吐51點或0.2%,成交額660億元。阿裏巴巴(09988.HK)、創科(00669.HK)及績後騰訊(00700.HK)齊齊回吐,抵銷四大藍籌內房潤地(01109.HK)/龍湖(00960.HK)/碧桂園(02007.HK)/中海外(00688.HK)續漲3%-6%。 騰訊第三季營收增速放緩至2004年來最低,期內非國際財務報告準則純利十年來首降。該股繼昨天漲逾4%受制20天線(486.2元)後,今早股價低見467元,現報469.2元,回吐3%,失10天及50天(471.2-478.7元),成交2,097萬股,涉資98.9億元。 騰訊昨天收市後公佈,第三季純利按年升2.5%至395.1億元人民幣(下同),高於本網綜合13間券商預測上限386.89億元。期內,總營收按年升13.5%至1,423.68億元,增速爲2004年以來最低。增值服務業務收入按年升約8%至752.03億元,其中本土及國外市場遊戲收入按年分別升5%至336億元及20%至113億元;網絡廣告收入按年升約5%至224.95億元(略低於預期245.6億元);金融科技及企業服務收入按年升30%至433.17億元。此外,若按非國際財務報告準則騰訊第三季淨利潤按年跌1.7%至317.51億元,爲十年來首降,低於市場預期323.5億元,但符合本網綜合21間券商預測274.34-360.73億元區間。 野村績後降騰訊目標價5.6%至586港元,以反映該行下調公司今明兩年收入預期及明年盈測,但基於長遠前景正面,維持「買入」評級。瑞信績後也降騰訊目標價約4%至615港元,但維持「跑贏大市」評級。 大摩指騰訊第三季總營收、非國際財務報告準則營運溢利及純利均低於該行預測,但由於旗下網遊業務表現優預期,抵銷廣告與交平臺業務疲弱影響,商業業務也符合預期,公司前景展望好壞參半,料廣告業務將持續放緩,但網遊業務可持續改善,重申騰訊「增持」評級看650港元。
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