《大行報告》中信證券料騰訊(00700.HK)上季Non-IFRS淨利潤按年升15.7%至288億人幣 收入跌1.6%至1,419億人幣
中信證券發表報告,預測騰訊(00700.HK)上季實現營收1,419億元人民幣,按年跌1.6%,主要是局部疫情影響下收入增長仍有壓力;實現非通用會計準則(Non-IFRS)淨利潤288億元人民幣,按年升15.7%,主要是降本增效成果顯現。
展望今年,中信證券認爲疫情管控放開後,隨着宏觀經濟企穩、視頻號商業化加速、新遊戲陸續上線,騰訊業績有望逐步恢復增長。此外,騰訊降本增效持續推進,利潤端有望進一步改善。
中信證券表示,考慮到局部地區疫情反覆和宏觀經濟偏弱,對公司上季業績仍有一定影響,故調整公司在2022至24年Non-IFRS淨利潤預測至1,147億、1,409億及1,673億元人民幣,給予其目標價爲451元,維持其評級「買入」。
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