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大摩:維持騰訊(0700.HK)增持評級 目標價430港元
格隆匯 04-14 13:59

摩根士丹利發表報告,雖料騰訊(0700.HK)會受到新冠疫情所影響,但料手遊業務仍然鞏固,社交廣告業務抵銷了金融商業服務及個人電腦遊戲表現,仍相信騰訊在線上娛樂業務上具防守性,維持“增持”評級及目標價430港元。

大摩估計騰訊今年首季手遊收入可按年升39%,較去年第四季增速37%有所加快,指近周旗下游戲《王者榮耀》及《和平精英》均保持強勢。該行料騰訊今年首季線上廣告收入可按年升15%(對比去年第四季增速19%),但仍然較同業鞏固,主要是微信社交廣告表現增強等。該行料騰訊今年首季金融商業服務收入按年升15%,對比2019年第四季按年升39%。

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