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《大行報告》富瑞下調騰訊(00700.HK)目標價至491元 料次季非國際會計準則淨利潤按年跌27%至247億人民幣
阿思達克 07-15 10:50
富瑞發表研究報告指,考慮到疫情發展及全球宏觀經濟疲軟,對第二季網絡遊戲和廣告收入的預測變得更為保守,預計不利因素將導致海外玩家於遊戲的支出減少。 該行預測,騰訊(00700.HK)第二季總收入將按年下跌約4%至1,327億元人民幣,按季比較料跌2%;預計受未成年人保護措施及國內外市場宏觀情況影響下,智能手機遊戲總收入按年跌約3.5%至394億元人民幣;線上廣告收入料按年跌29%至163億元人民幣。 富瑞預測騰訊次季非國際會計準則淨利潤料達到247億元人民幣(之前預測260億元人民幣),分別按季跌3%及按年跌27%(之前預測跌24%)。 展望下半年,富瑞關注微信視頻號的潛在商業化機會及防疫措施解封後市場變化,同時亦看好海外遊戲擴張的長期發展,維持「買入」評級,目標價從500元下調至491元。
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