野村:騰訊(0700.HK)首季業績勝預期 升目標至531港元
野村發表研究報告指,騰訊(0700.HK)今年首季業績勝市場預期,維持其買入投資評級,目標價上調至531港元。
野村表示,騰訊本地遊戲上線時間達新冠肺炎疫情前的水平,認為其手遊收入強勁的勢頭會維持一段較長的時間。騰訊的社交廣告有較多元化的廣告客户,相信能在行業困難的環境中保持彈性,而大多數廣告客户基於微信無與倫比的覆蓋率,仍視其為高級營銷渠道。基於騰訊強化穩健業務前景,上調其2020年收入及每股盈利預測2%。

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