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《大行報告》花旗下調騰訊(00700.HK)目標價至522元 料面臨宏觀經濟挑戰
花旗發表報告,重申對騰訊(00700.HK)「買入」投資評級,對其目標價由562元下調至522元,按綜合方式估值,此相當於2023年預測動態市盈率0.95倍。基於疫情下令內地部份城市「封城」,嚴格的防疫政策會令業務活動受到影響,該行料今年第二季廣告預算及雲業務項目被推遲,騰訊會面臨宏觀經濟的挑戰,料騰訊今年下半年可緩慢復甦。 該行下調對騰訊今年首季及第二季非國際財務報告準則純利預測各9.6%及16.1%,調低對騰訊2022年至2024年非國際財務報告準則純利預測分別13.4%、13.2%及8.4%。 花旗估計騰訊今年首季收入按年升1.9%至1,378億元,料今年首季非國際財務報告準則純利按年下滑32%至224億人民幣,對比市場同業估計為266億人民幣。(wl/u) ~
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