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《大行報告》大和升騰訊(00700.HK)目標價至610元 料次季非通用會計準多賺16%
阿思達克 07-14 12:18
大和發表報告表示,重申對騰訊(00700.HK)「買入」投資評級,上調對其目標價由515元升至610元,此按綜合方式作估值,對其旗下網遊業務估值由預測市盈率28倍升至34倍,對其旗下雲業務估值預測由10倍升至12倍。

該行指,騰訊公布今年首季業績後股價雖已累升27%,但該行仍看好公司今年下半年旗下網遊業務收入表現,並對旗下社交平台下半年廣告增長看法樂觀。

大和表示,上調對騰訊2021年非通用會計準則純利預測6.9%至1,499.7億人民幣、調高對其2022年非通用會計準則純利預測10.8%至1,801.31億人民幣。該行料騰訊今年第二季旗下手遊收入可按年升42%至316億人民幣,該行料騰訊今年第二季非通用會計準則純利預測272.95億人民幣,可按年升16%,料純利可按年升6%至256.86億人民幣,料收入升24%至1,105.7億人民幣。(wl/k)

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