大行評級|高盛:上調騰訊目標價至466港元 維持“買入”評級 指仍有上升空間
高盛發表研報指,騰訊今年首季增長動力明顯,盈利複合增長表現強勁,期內收入按年增長6%,符合市場預期,網絡廣吿收入增長則好過預期,增幅達到26%,淨利潤大幅增長54%,對比高盛預測為24%。高盛形容,騰訊正以十多年來最快速度增長,聯營公司及所投資的企業盈利能力提升,亦為淨利潤增長帶來貢獻,併產生健康的自由現金流,相信足以支持其持續派息及今年度股份回購計劃。
雖然騰訊年初至今股價表現大幅跑贏大市,但高盛認為仍有上升空間,將2024至2026年盈利預測上調7%至8%,目標價由408港元上調至466港元,維持評級“買入”。
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