《大行报告》高盛升腾讯(00700.HK)目标价至494元 料首季手游收入增42%
高盛发表报告指,上调对腾讯(00700.HK)目标价由488元升至494元,此按综合方式作估值,潜在升幅21%,维持对其「买入」评级。
该行料,腾讯旗下游戏娱乐平台定位良好,网游因疫情影响令客户有更多参与度,同时公司亦致力推出多项游戏,微信的朋友圈广告亦有增加,并指支付交易亦於3月份开始复苏,而投资项目亦跑赢市场。
高盛估计腾讯预期非通用会计准则纯利253.29亿人民币升21%、料纯利205.61亿人民币按年跌逾24%,估计收入1,001.62亿人民币升17.2%、网游收入可按年升21%至424.75亿人民币,其中手游收入升42%至300.56亿人民币,受益於《和平精英》及《王者荣耀》贡献,但个人电脑游戏收入按年跌10%至124.19亿人民币,料其线上广告收入可升3.5%至138.45亿人民币,期内媒体广告收入跌15%至29.57亿人民币,但料社交平台及其他收入升10%至108.88亿人民币。
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