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大行評級 | 大摩:騰訊新遊戲具收入潛力 予目標價420港元
格隆匯 01-13 13:15
格隆匯1月13日丨大摩發研報指,投資者對今年騰訊(0700.HK)遊戲的前景更加看好,對其新遊戲的收入潛力非常感興趣,隨着監管環境的進一步放鬆,投資者對金融科技前景愈來愈有信心,亦有助其增值業務增長,予目標價420港元,維持“增持”評級。該行表示,預期今年遊戲業務總收入將同比增加10%,中國國內遊戲收入將同比增長5%,國際遊戲收入則同比增長22%,投資者已充分意識到過去兩個季度增值業務貨幣化的強勁勢頭,料增值業務在今年將推動廣吿同比增長16%,預期今年金融科技和企業服務業務將按年增長17%,以及雲業務同比增長20%。該股現報364.4港元,總市值34853億港元。

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