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《大行報告》傑富瑞升騰訊(00700.HK)目標價至490元 料首季非通用會計準則多賺22%
阿思達克 04-23 14:29
傑富瑞發表報告預期騰訊(00700.HK)今年首季的業績表現穩健,料整體收入按年增長21%至1,034億元人民幣,增值服務收入料按年增長20%至589億元人民幣。按非通用會計準則計算的經營溢利料按年增18%至335億元人民幣,並預期按非通用會計準則計算的純利將按年增長22%至256億元人民幣。

其中,智能手機遊戲的表現強勁,料按年增長49%至316億元人民幣,表現持續獲改善主要是受《王者榮耀》和《和平精英》兩款遊戲的強勁表現帶動,料它們在4月份的表現與3月份相比仍保持韌性。

該行又預料公司期內網上廣告收入按年增16%至154億元人民幣,其中媒體廣告將按年下跌20%,而社交媒體廣告則按年增長28%。在金融科技及商業服務方面,估計收入按年增長24%至270億元人民幣。

該行重申騰訊「買入」投資評級,目標價由原來的483元上調至490元,以反映對智能手機遊戲的正面看法。

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