You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨野村:料騰訊(0700.HK)首財季純利勝市場預期 目標價648港元
野村發研報指,料騰訊控股(0700.HK)2025財年首季總收入按年增長10%至1,760億元人民幣,與市場最新共識一致;料其非國際財務報告準則(non-IFRS)營運利潤按年增加19%至700億元,高於市場預期達4%。該行預期,騰訊營運利潤率將提高2.8個百分點至39.6%,主要受毛利率持續擴張所支持;non-IFRS每股盈利預測可能按年增加29%,較市場最新估算高出5%。野村亦指,騰訊核心業務可能保持穩定,其線上遊戲收入在首季度可能按年增長15%,受惠於《王者榮耀》、《和平精英》和《荒野亂鬥》等經典遊戲的穩健表現,以及《地下城與勇士手遊》等新發布遊戲的貢獻。野村預期,騰訊線上廣告收入將按年上升19%,主要由視頻號廣告推動,其收入佔比可能上升至廣告業務的20%以上。該行將騰訊H股目標價定於648港元,給予“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account