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大行評級 | 富瑞:騰訊次季盈利勝預期,維持目標價491港元
格隆匯 08-18 16:50
格隆匯8月18日丨富瑞發研報指,騰訊(0700.hk)第二季總收入按年跌3%,大致符合預期;非國際財務報告準則的盈利按年跌17%,好過市場和該行預估;認爲季績重點在於期內採取有效措施和視頻號的發展,網絡遊戲處於後疫情的“消化期”,加強玩家參與度爲關鍵。而金融科技服務處於復甦階段,當務之急是減低企業服務的虧損。該行維持騰訊“買入”評級以及491港元的目標價。報告提到,受益於618購物節,第二季網絡廣告收入表現好過預期。騰訊7月起於視頻號引入廣告,用戶花費時間總時達朋友圈的80%,而透過機械自動學習,視頻號的廣告競投時間較朋友圈短,並不會幹擾用戶體驗,預期未來廣告載入量將高於朋友圈。該股現報312.6港元,總市值30066.5億港元。
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