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《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK)將於3月20日(周四)公布去年第四季業績。受惠於視頻號、小遊戲等高毛利業務收入帶動、利潤率優化及微信生態變現持續提升,本網綜合12間券商預測,騰訊2023年第四季非國際財務報告準則純利料介乎390億至435億元人民幣,較2022年第四季297.11億元人民幣,按年上升31.3%至46.4%,中位數408.54億元人民幣,按年增加37.5%。 綜合5間券商預測,騰訊2023年第四季淨利潤介乎332.94億至382.45億元人民幣,較2022年第四季1,062.68億元人民幣,按年下跌64%至68.7%,中位數360.74億元人民幣,按年跌66.1%。騰訊2022年第四季純利1,062.68億元人民幣中,包括其他收益淨額858.54億人民幣,涉及處置若干投資公司產生收益,包與美團(03690.HK)相關收益1,066億人民幣、與Sea Limited處置收益413億人民幣及部份減持收益185億人民幣。 花旗預計,市場將關注騰訊管理層對最新遊戲監管潛在影響的看法,現季度本地及國際遊戲業務發展,未來新推出的遊戲及小遊戲進展等。市場亦會關注視頻號變現化及其進展,今年廣告投放情緒,新春期間支付活動表現,毛利率、經營溢利率及淨利率趨勢及股東回報、AI賦能下廣告各業務影響等。市場亦會注視騰訊「混元」大模型及雲收入表現。 下表列出20間券商對評級及目標價: 券商│投資評級│目標價 富瑞│買入│478元 中金│跑贏行業│475元 招銀國際│買入│458.5元 麥格理│跑贏大市│455元 美銀證券│買入│472元 申萬宏源│買入│472元 中信証券│買入│468元 廣發証券│買入│460.73元 花旗│買入│455元 里昂│買入│440元 摩根大通│增持│440元 摩根士丹利│增持│430元 高盛│買入│426元 華泰証券│買入│420.48元 建銀國際│跑贏大市│411元 中銀國際│買入│407元 野村│買入│400元 交銀國際│買入│388元 匯豐環球研究│買入│385元 大和│買入│370元
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