《大行報告》匯豐研究:騰訊(00700.HK)提高回購至最少千億元影響正面 回購連同派息令今年收益率達5%
匯豐環球研究發表報告指,騰訊(00700.HK)今年國內外的遊戲市場前景更具挑戰。此外,該行預計國內遊戲的收入將在首季惡化,然後估計在次季有所改善,而國際遊戲或需一個季度的時間以轉向更快增長。該行將騰訊2024及25年的收入預測削減1至2%,但基本維持盈利預測,維持目標價385元及「買入」評級。
匯豐研究提到,集團最新公布的股票回購計劃提高至最少千億元,是一個利好因素,並預計其回購步伐將會加快。該行估計,回購連同股息令集團今年的收益率達5%,又認為遊戲業務的改善會對推動股價重估至關重要。
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