《藍籌業績》騰訊(00700.HK)次季Non-IFRS經調整盈利按年跌17% 仍勝預期
騰訊(00700.HK)公佈,截至2022年6月底止三個月,非國際財務報告準則(Non-IFRS)公司權益持有人應佔盈利按年下跌17%,至281.39億元人民幣(下同);本網綜合14間券商預測,料其次季Non-IFRS純利料介乎203.18億至276.23億元,中位數247.11億元人民幣。
騰訊次季純利按年下跌56%,至186.19億元;本網綜合9間券商預測,料其次季純利料介乎125.88億至295.94億元,中位數256.82億元。每股基本盈利1.951元,Non-IFRS每股基本盈利2.949元。
收入按年下跌3%至1,340.34億元。增值服務業務收入爲717億元,按年下跌0.46%;網絡廣告業務收入186億元,按年下降約18%;金融科技及企業服務業務收入422億元,按年增長約1%。
國際市場遊戲收入下降1%至107億元,或以固定匯率計算大致穩定,《PUBG Mobile》及《荒野亂鬥》收入下滑,《VALORANT》表現強勁及新推出的《夜族崛起》作出了增量收入貢獻。
本土市場經歷了類似的調整期,在大型遊戲發佈數量下降、用戶消費減少以及未成年人保護措施的實施下,本土市場遊戲收入下降1%至318億元,《王者榮耀》、《天涯明月刀手遊》及《英雄聯盟》收入下滑,而《英雄聯盟手遊》、《重返帝國》及《金剷剷之戰》等最近推出的遊戲收入增加。
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