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《大行》海通國際料騰訊(00700.HK)次季經調整經營溢利將按年增15% 維持「跑贏大市」評級
阿思達克 07-16 10:49
海通國際發表研究報告指,騰訊(00700.HK)將公布第二季業績,預料將大致符合市場預期,維持次季收入按年增長11%至1,790億元人民幣的預測,與市場普遍預期相若;非國際財務報告準則營業利潤預測維持為670億元人民幣,即按年增長15%,略低於市場預期。 海通國際指出,受季節性因素影響,第二季遊戲業務增長預期放緩,《王者榮耀》、《和平精英》等旗艦遊戲流水或錄跌幅,但新遊戲《三角洲行動》及《DNF手遊》預期可抵銷部分影響,海外遊戲則相信表現穩健。該行微調騰訊次季及全年遊戲收入預測至560億及2,300億元人民幣,即按年增長16%及17%。 該行料騰訊次季及全年廣告收入預測維持為350億及1,440億元人民幣,料按年升18%及19%;輕微下調FBS業務第二季及全年收入預測至530億及2,230億元人民幣,料按年升6%及5%。海通國際目前對騰訊第二季及全年非國際財務報告準則營業利潤預測為670億及2,710億元人民幣,按年增幅料達15%及14%,維持目標價620元及「跑贏大市」評級,看好其在AI等領域的競爭優勢。
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