《大行報告》摩通料騰訊(00700.HK)次季業績穩健 評級「增持」
摩根大通發表報告,騰訊(00700.HK)近三個月股價累積下跌12%,相信是投資者對其先行套利所致。該行指監管當局近期公布有關騰訊旗下附屬被罰款一事,不但會改善投資者對其金融科技增長前景的信心,而且為騰訊在正常化的監管環境下,開展金融科技業務而鋪路。
該行預料,騰訊今年第二季業績表現穩健,料總收入按年升15%至1,540億元人民幣,料網遊業務收入按年升10.3%至468.79億人民幣,調整後純利則按年升33%至374.1億元人民幣;該行維持騰訊目標價為440元及投資評級為「增持」。(ca/w)
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