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.
《大行報告》花旗:騰訊(00700.HK)追求可持續高質素成長 目標價輕微上調
花旗發表報告指,騰訊(00700.HK)第三季收入大致符合預期、盈利好過預期,增長有望持續至明年。管理層重申積極主動達到高質素及可持續的增長,主要受惠高毛利業務增長、同時將部分低迴報的業務削減規模,加上成本控股及營運效益提升,該行相信騰訊未來幾季可以保持高質素增長,其中在視頻號賬戶方面,仍有空間提高廣告播放量及交易轉換量,微信搜尋配合騰訊混元大模型,亦可以支持未來增長前景,目標價由496元輕微上調至497元,維持「買入」評級。 該行將騰訊今年至2025年三年期間的盈利預測,分別上調10.5%、7.7%及4.2%,以反映毛利率前景較佳,而且有望持續。估計第四季本地遊戲收入按升3%,國際遊戲收入按年跌5%,廣告收入按年升14.8%,企業服務業務收入按年料升17%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account