港股異動丨騰訊控股漲近2% 交銀國際上調其收入預測
格隆匯4月16日丨騰訊控股(0700.HK)漲近2%,報402.6港元,股價來到上個月初以來的最高位,總市值達38461億港元。交銀國際發佈最新報告稱,受益於頭部手遊熱度持續,手遊表現強勁,以及考慮了Supercell,預計騰訊(0700.HK)今年首季手遊收入增40%。數字娛樂業務在公共衞生期間也受益於假期及居家時間延長,支付及雲業務負面因素大,估計首季收入分別增長18%/19%。 預計騰訊首季度收入及調整後利潤分別增19%及12%,對比市場預期的18%及14%增長。該行表示,上調騰訊2020及2021年收入預測各2%及3%,調整後利潤微調約+1%及0%。按SOTP (分類加總估值法)估值,將目標價由465港元升至466港元,對應2020年市盈率為33倍,維持“買入”評級。騰訊將在5月13日公佈第一季度業績。
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