《大行報告》麥格理微升騰訊(00700.HK)目標價至515元 評級「跑贏大市」
麥格理髮表研究報告指,在成本控制措施幫助下,騰訊(00700.HK)第二季經調整每股盈利表現超出預期,相信公司正將業務策略轉至發展創新業務,並有良好的變現路線圖。
報告指出,第二季業績顯示出雖然行業正面對宏觀困境,但騰訊的細分業務已逐漸恢復增長勢頭,預計成本持續優化、廣告和支付業務表現逐步改善,以及視頻號變現的帶動下,第三季淨利潤跌幅將進一步收窄至約10%,並可能在第四季恢復正增長。
根據估值,該行將騰訊目標價由513元輕微上調至515元,將今年盈利預測下調0.4%,並將2023至2024年預測分別上調1%及2.1%,重申「跑贏大市」評級。
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