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大行評級|摩根大通:上調騰訊目標價至480港元 維持“增持”評級 首季業績正面
格隆匯 05-16 10:25

摩根大通發表研究報吿指,騰訊首季業績正面,國內遊戲收入改善及廣吿收入增長強勁,料增強投資者對公司核心盈利前景及中長期增長動力的信心,預期將成為股價催化劑,在不久將來推動股價上揚。考慮到騰訊業績表現穩健、擁有健康的增長前景、為股東提供豐厚資本回報以及具有吸引力的估值,摩通表明仍然看好騰訊,目標價由410港元上調至480港元,維持“增持”評級。

該行指出,在2023年第一季度的高基數基礎上,騰訊今年首季網絡遊戲收入仍持平,憧憬在遞延收入及新遊戲推動下,網絡遊戲收入第二季將恢復增長。同時摩通估計廣吿收入今年亦將持續增長,目前預測第二季及全年騰訊收入將按年增長12%及19%。

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