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《大行報告》高盛下調騰訊(00700.HK)目標價至733元 維持列「確信買入」名單
高盛發表研究報告指,騰訊(00700.HK)宣佈實物分派分派京東(09618.HK)作特別息,以京東本週三(22日)收市價279.2元計,涉及價值約1,277億元。 該行表示,分派與騰訊選擇性退出投資的戰略一致,透過資產增值獲得回報,看好公司在線上遊戲、廣告、雲業務及金融科技業務的發展。 高盛指出,騰訊目前有約261項投資,預期未來將繼續執行進取的資本配置計劃,其中投資、退出投資,及通過回購或同類派股回饋股東,維持未來盈利預測不變,基於未來12個月估值,該行將目標價由原來742元下調至733元,維持「買入」評級及列入「確信買入」名單。
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