高盛:料騰訊(0700.HK)今年手遊收入按年增34% 維持“買入”評級
高盛發表研究報告表示,騰訊(0700.HK)去年第四季非通用會計準則每股盈利2.64元人民幣,按年升28%,收入達1058億元人民幣,按年升25%,業績表現符合預期,該行維持其2020-22年每股盈利預測大致不變,將公司目標價由490港元輕微下調至488港元,但維持“買入”評級。
報告指,騰訊去年第四季遊戲收入按年升25%至303億元人民幣,其中手遊收入按年升37%至260億元人民幣,預計今年手遊收入按年增長34%,倘撇除整合Supercell的因素,則按年升23%,主要受惠《地下城與勇》及《英雄聯盟》手遊版推出,而《英雄聯盟:激鬥峽谷》將會成為今年下半年至明年的主要增長動力。
該行又認為,長遠而言,預期騰訊於本地市場將可持續鞏固其領導地位,並透過孵化遊戲擴展國際市場,預計國際市場的網絡遊戲收入佔比將由去年的14%,進一步提升至23%。
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