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《大行報告》匯豐研究降騰訊(00700.HK)目標價至540元 評級「買入」
阿思達克 04-14 15:20
匯豐研究發表研究報告指,近期疫情對騰訊(00700.HK)的線上廣告、金融科技及商業服務等業務影響較預期大,由於封城導致物流受阻,騰訊支付業務交易量亦未有像2020年疫情期間一樣受惠,另外雲業務增長也受到本地項目部署延遲及互聯網服務垂直行業預算減少的影響。 匯豐研究表示,保守假設下將今年騰訊營收及盈利預測削減2%,對2023至2024年預測幾乎保持不變,指出雖然業務短期受壓,但在近期遊戲版號恢復審批或推動廣告收入增長,國際遊戲業務方面今明兩年預期將推約出20款遊戲;同時亦看好微信視頻號的發展潛力。 該行指,其2022至2023年盈利預測較市場預期低13%及14%,估計短期內騰訊股價可能會受到市場削減預期的影響,將目標價由550元降至540元,維持「買入」評級。
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