富瑞:上調騰訊(0700.HK)目標價至592港元 評級“買入”
富瑞發表研究報告指,騰訊(0700.HK)的手遊業務將可受惠於中國的支付率及ARPU提高,而騰訊亦追求海外IP許可、內部與共同開發以迎接未來的全球機遇。富瑞預期,在其6月下旬的年度遊戲活動中,將能公佈更多新遊戲及海外夥伴發展消息。該行上調其目標價,由515港元升至592港元,予“買入”投資評級。
富瑞表示,雖然新冠肺炎疫情後,遊戲玩家的使用時間回覆正常,但由於受惠《王者榮耀》5月份的宣傳成功,加上手遊商業化進度較預期良好,料騰訊今年的整體手遊收入按年增加45%,此前預測為增長34%。
另外,該行對騰訊在線廣告、金融科技及雲的預測不變,仍需等待下半年的情況,視乎海外疫情進展及玩家的使用時間變化。

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