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.
高盛:升騰訊(0700.HK)目標價至424港元 料上季收入按年升21.7%
格隆匯 11-11 15:08

騰訊(00700.HK)將有本週三(13日)公佈季度業績,高盛發表報告指,預期期內總收入按年升21.7%至981億元人民幣,增速較首季及次季之16.2%及20.6%為快。

報告補充,騰訊上季之增長動力主要包括,網絡遊戲收益按年升13%,當中反映現有及新的手機遊戲,以推動手遊總收入增長按年增長28.7%,是六個季度中最快的,但受傳統電腦遊戲表現較弱所部分抵銷;其次是網絡廣告收益按年升15%,與次季表現持平,惟該行對行業需求及競爭前景感審慎;以及金融科技與商業服務收益按年升36%至267億元人民幣。

該行基於內地網絡廣告及金融科技行業的競爭加劇,下調騰訊2019至2021年收益預測2%至9%,但升其淨利潤率預測0.5至1.5個百分點,以反映短期內由有視頻廣告收入貢獻組合變化,而帶來的毛利率提高。該行上調其2019年每股盈測4.5%,惟降2020至2021年度每股盈測分別0.2%及3%,將其目標價由412港元升至424港元,維持“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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account