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《大行報告》美銀證券下調騰訊(00700.HK)目標價至592元 重申「買入」評級
美銀證券發表報告,重申騰訊(00700.HK)「買入」評級,目標價由645元下調至592元,以反映分派京東(09618.HK)股份及減持Sea Limited(SE.US)後的更新市值等,該行認爲減持有助於緩解反壟斷問題或資助社會項目。 報告指,考慮到零售、汽車和房地產行業放緩,開屏廣告、在線保險和遊戲監管影響,傳媒和應用程式在營銷方面更謹慎,維持騰訊去年第四季在線廣告按年下降7%的保守預測。至於移動遊戲和金融科技及商業服務業務則預期分別按年增長13%和20%,而營運費用將按季增長10%。 另外,報告提到,騰訊已將社交平臺的戰略重點從用戶增長轉爲利用,並推出視頻賬戶和實用應用程式,如騰訊會議和企業微信等。Questmobile數據顯示,去年12月國內微信月活躍用戶數量或日活躍用戶數量(MAU/DAU)分別爲10億以上和8.2億,按年溫和增長3%。
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