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》摩通下調騰訊(00700.HK)目標價至440元 評級「增持」
阿思達克 05-19 10:10
摩根大通發表研究報告指,騰訊(00700.HK)首季業績整體表現疲軟,但認爲投資者應從中區分出疫情的一次性影響、業務調整的過渡性影響,以及政策改變下的結構性影響。 摩通估計,今年首季有約40%收入受到一次性影響,而受過渡性影響的收入佔總收入的14%左右,預計騰訊收入增幅將在第二季見底。在成本優化措施推動下,第四季經調整每股盈利增幅有望恢復至27%,看好下半年的盈利增長復甦。 該行預計,疫情所帶來的暫時性影響將在6月開始緩解,而業務戰略和消費者行爲轉變的影響則可能持續幾個季度,將目標價由470元下調至440元,維持「增持」評級。
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