《大行報告》騰訊(00700.HK)投資評級及目標價(表)(更新)
騰訊(00700.HK)將於8月17日公布今年中期業績,受新冠疫情反覆及宏觀經濟消費疲弱所影響,在廣告、金融科技及企業服務業務面臨一定壓力,兼且缺乏新網遊推出下,本網綜合15間券商預測,騰訊2022年中期非國際財務報告準則純利料介乎458.63億至531.68億元人民幣,較2021年中期671.57億元人民幣,按年減少20.8%至31.7%;中位數503.25億元人民幣,按年跌25.1%。
綜合8間券商預測,騰訊2022年中期純利料介乎360.01億至530.07億元人民幣,較2021年中期純利903.54億元人民幣,按年跌41.3%至60.2%;中位數461.44億元人民幣,按年跌49%。投資者將關注騰訊管理層對旗下網遊下半年推出、廣告、金融科技業務及股份回購等指引。
下表列出24間券商對騰訊評級及目標價:
券商│投資評級│目標價(港元)
法國巴黎銀行│買入│741元
里昂│買入│575元
高盛│買入(「確信買入」名單)│559元
光大證券│買入│529元
麥格理│跑贏大市│513元
花旗│買入│509元
美銀證券│買入│497元
富瑞│買入│491元
大和│買入│480元->450元
申萬宏源│買入│477元
匯豐環球研究│買入│475元
德銀│買入│470元
野村│買入│455元
中銀國際│買入│451元
國泰君安國際│收集│450.19元
摩根士丹利│增持│450元
星展│買入│447元
摩根大通│增持│440元
瑞信│跑贏大市│437元
工銀國際│跑贏大市│432.3元
中信證券│買入│424元
瑞銀│買入│420元
中金│中性│410元
大華繼顯│買入│408元
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