《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK)將於下周三(16日)公布今年第三季業績,受宏觀與新冠疫情導致遊戲、廣告及雲業務疲弱影響,本網綜合18間券商預測,騰訊2022年第三季非國際財務報告準則純利料介乎264.67億至331.33億元人民幣,較2021年第三季317.51億元人民幣,按年下跌16.6%至上升4.4%;中位數299.48億元人民幣,按年下跌5.7%。
綜合10間券商預測,騰訊2022年第三季純利料介乎176.81億至291.69億元人民幣,較2021年第三季純利395.1億元人民幣,按年下跌26.2%至55.2%;中位數234.32億元人民幣,按年跌40.7%。投資者將關注騰訊管理層最新營運指引、視頻號業務展、投資組合變現策略、未來回購計劃等。
下表列出20間券商對騰訊的投資評級及目標價:
券商│投資評級│目標價(港元)
美銀證券│買入│484元
德銀│買入│450元
瑞信│跑贏大市│441元
高盛│買入│439元
農銀國際│買入│430元
廣發證券│買入│428.97元
國海證券│買入│422元
富瑞│買入│421元
匯豐環球研究│買入│420元
華泰證券│買入│416.2元
花旗│買入│400元
摩根大通│增持│400元
大和│買入│395元
申萬宏源│買入│394元
工銀國際│跑贏大市│383元
中銀國際│買入│379元
摩根士丹利│增持│350元
瑞銀│買入│330元
中信證券│買入│330元
中金│中性│328元
海通國際│優於大市│263元
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