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《大行報告》瑞信下調騰訊(00700.HK)目標價至437元 評級「跑贏大市」
阿思達克 07-14 10:44
瑞信發表報告,預期騰訊(00700.HK)今年第二季總收入按年下跌3%至1,348億元人民幣,經調整純利則料按年倒退26%至251億元人民幣。 按業務分部計,該行估計集團次季手機收入或按年微跌1%,主要由於內地表現疲弱,及疫情後流量正常化、宏觀環境疲弱加上缺乏大型遊戲,令國際遊戲業務放慢。至於廣告收入預期按年下跌27%,因內地封城對需求造成影響,及基數仍然較高。 瑞信下調騰訊股份目標價,由474元降至437元,評級維持「跑贏大市」,並調低集團今明兩年每股盈利預測分別1%及5%。該行認為,集團近期或欠乏推動估值重評的催化劑。
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