高盛:騰訊(0700.HK)業績符預期 目標748港元 維持“確信買入”評級
高盛發表研究報吿指,騰訊(0700.HK)第三季盈利符該行預期,不過略差於市場預期;總收入按年升13%至142億元人民幣,略遜預期;非通用會計準則營運利潤按年升7%至408億元人民幣,略勝該行預期,但略遜市場預期;非通用會計準則稀釋盈利按年跌1%至32.7億元人民幣。該行維持其“買入”評級,並列入“確信買入”名單,目標價748港元。
該行指,第三季線上遊戲收入按年升7%,按季升5%至542億元人民幣,略遜預期;線上廣吿收入按年升5%至225億元人民幣,遜預期;金融科技業務收入按年升30%至433億元人民幣,遜預期。當中手遊業務收入按年升9%至425億元人民幣,略遜預期;PC遊戲收入按年升1%至117億元人民幣,符預期。騰訊計劃以投資更多中國及海外遊戲工作室、加強IP組合,及建立出產及營運能力,去擴張環球遊戲足印。

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