《大行報告》大摩料騰訊(00700.HK)首季非國際財務報告準則純利升10% 維持「增持」評級
摩根士丹利發表報告,雖料騰訊(00700.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元。
該行微調對騰訊今年首季收入預測,料期內收入為1,015億人民幣,按年升19%(按季跌4%),此符合市場預期,考慮了新冠疫情影響後,料集團金融商業服務表現溫和,估計首季按非國際財務報告準則錄純利230.38億人民幣,按年升10%(按季跌10%),料首季純利235.87億人民幣,按年跌13%(按季升9%)。
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,指近周旗下遊戲《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%。(wl/k)
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