大和:升騰訊(0700.HK)目標價至610港元 料次季手遊勁升
大和發表研究報告指,騰訊(0700.HK)手遊強勁增長可延續至第二季度,且其線上廣告佔有率將進一步擴大,故上調其目標價18%至610港元。
大和預期,騰訊第二季度手遊收入將按年增長42%至316億元人民幣,並認為現有遊戲和新遊戲的更新支持了其增長潛力。該行指,雖然流量減少或導致遊戲和教育方面的廣告支出下降,但第二季度社交廣告的增長仍保持樂觀。
大和把騰訊手遊2021年至2022年的盈利預測上調7%和11%。

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