《大行報告》里昂下調騰訊(00700.HK)目標價至600元 評級「買入」
里昂發表報告,對騰訊(00700.HK)目標價由665元下調至600元,重申評級「買入」。另將2022年和2023年的經調整淨利潤預測各降低3%和4%。
里昂預計,騰訊首季業績將表現疲軟,總收入按年增長5.4%至1,427億元人民幣(下同),經調整EBIT按年下降11.6%至378億元。至於首季國內遊戲收入預計將持平,但國際遊戲收入將保持健康的按年增長,幅度為19%。而廣告需求在經濟疲軟和部分城市封城下受壓。金融科技和雲計算的收入增長亦預計會放緩。
展望次季,該行料騰訊可能繼續面臨挑戰,因為疫情管控封城措施持續,但網絡遊戲業務下半年預計會出現反彈。
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