《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK)將於3月23日公佈截至去年業績。受遊戲收入增長放緩及廣告收入倒退影響,本網綜合25間券商預測騰訊2021年非國際財務報告準則純利介乎1,169.29億至1,304.61億元人民幣,較2020年同期1,227.42億人民幣,按年下跌4.7%至上升6.3%。中位數1,273.14億元人民幣,按年升3.7%。
綜合20間券商預測,騰訊2021年純利料介乎1,461.32億至1,709.74億元人民幣,按年下跌8.6%至上升7%。中位數1,575.65億元人民幣,按年跌1.4%。
市場關注內地對網遊審批政策,特別是針對未成年人防沉迷遊戲系統建設,將關注騰訊管理層最新業務包括海外網遊業務的指引。騰訊近年積極佈局「全真互聯網」概念相關創新業務,投資者亦關心相關拓展策略。
下表列出25間券商對其投資評級及目標價:
券商│投資評級│目標價(港元)
法國巴黎銀行│買入│837元
裏昂│買入│780元
高盛│買入(確信買入名單)│702元
星展│買入│671元
交銀國際│買入│652元
光大證券│買入│648元
花旗│買入│634元
國海證券│買入│620元
富瑞│買入│610元
申萬宏源│買入│607元
摩根士丹利│增持│600元
招商證券國際│買入│600元
瑞信│跑贏大市│596.92元
美銀證券│買入│592元
招銀國際│買入│590元
安信證券│買入│589元
野村│買入│586元
國泰君安│收集│585元
華泰證券│買入│584.4元
匯豐環球研究│買入│580元
瑞銀│買入│565元
中信證券│買入│554元
建銀國際│跑贏大市│535元
中金│中性│527元
大華繼顯│買入│518元
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