You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀下調騰訊(00700.HK)目標價至450元 評級「買入」
阿思達克 04-20 09:52
瑞銀髮表報告,下調騰訊(00700.HK)目標價由460元至450元,評級「買入」。該行指看好騰訊,認爲其會在今年稍後時間重新加速增長,但近期投資者預期的上升空間有限,並輕微降低今年收入預測,以反映宏觀經濟阻力。 瑞銀認爲,騰訊管理層正在仔細審視多項業務,尤其是處於虧損狀態的業務,如視頻或雲計算,並專注於效率提升而非增長。雖然內地4月恢復審批遊戲版號,應該允許行業在今年推出更多的遊戲,但在確認收入前會有滯後期。 瑞銀指,對騰訊2022和2023年收入預測較之前估計分別下降0.8%和1.9%,即意味着8.4%和14%的按年增長,比市場預期低出1.2%和2.3%。該行解釋指,境內遊戲收入的上升空間有限,而且由於旗下遊戲開發商Riot的一次性遞延收入調整,國際遊戲收入可能下降。如果宏觀經濟環境不佳,或放緩短視頻廣告收入變現,並認爲市場可能高估金融科技和商業服務的增長。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account