恆指曾倒跌逾150點 騰訊升幅收窄至3% 次季經調整盈利勝預期大行維持正面評級
聯儲局會議紀錄顯示將繼續加息抗通脹,美股昨晚全面跌0.5%-1.3%,期貨全面續軟,亞太股市今天普遍受壓,但跌幅均少於1%。恆指今早高開69點或0.3%報19,991欠承接,在比亞迪(01211.HK)、中海外(00688.HK)、匯控(00005.HK)、中銀(02388.HK)、績遜預期港交所(00388.HK)、恆生(00011.HK)、昨天急漲創科(00669.HK)、阿里(09988.HK)、吉利(00175.HK)、龍湖(00960.HK)及發盈警料中績急降逾93%的碧桂園(02007.HK)跌逾1%-5%拖累,掉頭曾倒跌156點低見19,766,現報19,822,倒跌100點或0.5%,總成交額460億元。
然而,騰訊(00700.HK)次季Non-IFRS經調整盈利勝預期,大行績後維持正面評級,其中匯豐研究升騰訊目標價4.2%至495元;但花旗削騰訊目標價8%至468元,以反映公司季業好壞參半,大摩更降騰訊目標價至400元。該股承過去兩天微升勢,今早高開4.2%報316元欠承接,曾回順至309.4元(企穩20天線308.66元),現報312.4元,續升3%,成交增至1,858萬股,涉資逾58億元。
騰訊昨天收市公布,次季純利按年跌56%至186.19億元人民幣(下同),遜於本網之前綜合9間券商預測中位數256.82億元,每股基本盈利1.951元。期內,收入按年跌3%至1,340.34億元,為歷來季度首降。然而,騰訊次季非國際財務報告準則(Non-IFRS)盈利按年跌17%至281.39億元,高於本網之前綜合14間券商預測盈利區間(203.18-276.23億元);按季更升10%。
騰訊高管績後於電話會議上強調,遊戲收入增長不是盈利增長前提條件,目前公司正在執行成本控制舉措,後續成本仍有進一步下降空間,未來會對人數和薪酬進一步優化,並增加新收入來源,包括於廣受歡迎的視頻號中推出信息流廣告,期待下半年成本控制效果將進一步體現,相信未來幾季會恢復收入增長,即使遊戲收入保持現狀。
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