《大行報告》高盛升騰訊(00700.HK)目標價至490元 評級「買入」
高盛發表研究報告,指騰訊(00700.HK)正計劃推出手機版《地下城與勇士》遊戲,該行相信會在今年上半年亮相,而手機版的《英雄聯盟》則料會在明年推出。該行認為這兩款手遊都將會是騰訊遊戲業務2020下半年至2021年的主要增長催化劑。據市場數據顯示,在過去三年間,全球在這兩款電腦遊戲的花費合計超過87億美元。該行預期,手遊版的推出將會覆蓋幾乎所有在過去玩過這兩款遊戲的玩家,估計全球註冊用戶合共約10億人。該行將騰訊2021及2022年的遊戲收入預測分別上調4%及7%。然而,由於疫情爆發,預期企業及線下消費活動將會令其廣告及付款收入增長放緩。在考慮到多重的因素後,對公司2020年非通用會計準則下的每股盈利預測下調3%,2021年則上調1%,上調對其目標價,由485元升至490元,重申其「買入」投資評級,認為騰訊是其中一隻在目前環境中最具防守性的股份。(jc/)~
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.