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《大行報告》花旗升騰訊(00700.HK)目標價至495元 料首季手遊收入升44%
阿思達克 04-21 12:19
花旗發表報告表示,重申對騰訊(00700.HK)「買入」投資評級,上調對目標價由461元升至495元,此相當預測2020年至2022年動態市盈率1倍,亦相當預測明年非通用會計準則市盈率30倍(此前予其28倍),指屬該行的首選股。

該行認為,騰訊中長期可受惠遊戲業務豐富的管道、社交平台廣告增長加速,同時在不明朗的經濟環境下具防守性,該行對騰訊管理層的執行力、業務貨幣化的能力等續感到正面。花旗上調對騰訊今年手遊增長預測,由原來26.4%升至35%,調高對其今年線上廣告長預測,由原來24.6%升至21%。

就騰訊將於5月13日公布首季業績,花旗料騰訊首季收入錄995億人民幣按年升16.4%,料非通用會計準則利196億人民幣(對比市場同業料245億人民幣),料純利149.69億人民幣。該行料騰訊首季手遊收入可按年升44.2%至305.7億人民幣。(wl/a)

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