大行評級|花旗:上調騰訊目標價至527港元 重申“買入”評級並列為行業首選
花旗發表研報指,騰訊今年第二季度總營收按年增長8%符預期;毛利增長21%;營業溢利增長27%;淨利潤按年增長53%。相關表現主要得益於高利潤營收流的業務組合,以及嚴格的成本控制,並認為本地遊戲復甦帶來可持續盈利增長。該行預計,騰訊內地遊戲業務收入將於今年第三及四季度進一步加速至低雙位數增長,至於國際遊戲業務收入則會保持具韌性增長。公司利用升級的廣吿技術平台及深化用户定位,以提高其廣吿貨幣化的能力。
綜合上述因素,花旗將騰訊目標價由515港元上調至527港元,並重申“買入”評級,評為行業中的首選。
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