You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
海通國際:騰訊(00700.HK)估值具吸引力 但料基本面拐點尚未出現
騰訊(00700.HK)今早股價彈高,最新報218.6元升6.3%。海通國際發表報告,料騰訊今年第三季業績會受內地宏觀經濟走弱影響遜於預期,估計公司第三季收入將按年下滑2%,較市場預期低3%;估計經調整純利299.2億人民幣,將較市場預期低2%。 該行重新審視騰訊每個分部業務的增長假設,決定下調對其目標價,由417元降至263元,相當於預測市盈率由25倍降至18倍,反映對騰訊中長期利潤增長更為保守的看法,指估值已具吸引力,但認為其相關拐點可能不會於短期內出現。 鑑於資金持續流出,海通國際預計騰訊於四季度及2023年仍面臨下行風險,但該行為公司將會逐步「觸底」,維持對其「跑贏大市」投資評級,看好騰訊在中國互聯網行業長期領先地位。(wl/u) ~
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