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《季績前瞻》券商料騰訊(00700.HK)首季非通用會計準則多賺21% 受惠手遊強勁 關注商業端復甦(更新)
阿思達克 05-11 12:47
騰訊(00700.HK)將於本周三(13日)公布截今年首季度業績,新冠疫情雖衝擊了旗下媒體廣告、商業支付等互聯網金融業務、關停網吧影響其個人電腦遊戲業務表現,但在「宅」在家效應下,相信手遊業務特別是《和平精英》2至3月流水強勁已可比肩《王者榮耀》、效果類社交廣告超預期等所帶動下,本網綜合15間券商預測,本網綜合15間券商預測,料騰訊今年首季非通用會計準則純利介乎199.07億至276.69億元人民幣,較2019年首季純利209.3億人民幣,按年減少4.9%至增長32.2%,中位數為253.84億元人民幣,按年增長21.3%。

綜合9間券商預測,騰訊今年首季純利料介乎205.61億至273億元人民幣,較2019年首季272.1億人民幣,按年下跌0.3%至24.4%,中位數為232.13億元人民幣,按年跌14.6%。由於疫情衝擊全球金融市場,券商估計騰訊受今年首季旗下其他收益淨額(若干投資於金融服務、網絡遊戲及教育等垂直領域的業務估值變動所產生的公允價值收益)預測,會由去年首季111.1億人民幣大幅縮減至逾10億至30億人民幣所影響,從而影響其今年首季純利呈倒退。

【料手遊強勁 抵廣告影響】

綜合15間券商預測,騰訊今年首季收入料介乎974.92億至1,052億元人民幣,較2019年首季收入854.65億人民幣,按年增長14.1%至23.1%,中位數為1,025.05億元人民幣,按年增長20%。。市場將關注騰訊管理層給予最新指引,包括網遊業務增長趨勢、關注媒體廣告收入會受宏觀環境所影響,因部份刻集上線延期及NBA相關活動轉播減少等影響,但會意社交廣告增長情況,因自2月中起微信「朋友圈」人均單日最高廣告爆光量已增至4條,並留意商業端業務推展進度等。

高盛估計騰訊預期非通用會計準則純利253.29億人民幣升21%、料純利205.61億人民幣按年跌逾24%,估計收入1,001.62億人民幣升17.2%、網遊收入可按年升21%至424.75億人民幣,其中手遊收入升42%至300.56億人民幣,受益於《和平精英》及《王者榮耀》貢獻,但個人電腦遊戲收入按年跌10%至124.19億人民幣,料其線上廣告收入可升3.5%至138.45億人民幣。

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