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《大行報告》瑞信上騰訊(00700.HK)目標價至641元 料次季經調整溢利增長三成
阿思達克 07-17 09:57
瑞信發表研究發表報告指,騰訊(00700.HK)將在下月中公布次季業績,預測收入將按年增長27%至1,129億元人民幣,經調整溢利則達300億元人民幣,增長30%。

該行表示,繼續看好騰訊手機遊戲及社交平台廣告的強勁增長勢頭,預計受旗艦遊戲的強勁銷售、首季的遞延收入及海外收入貢獻所帶動,手機遊戲收入將增長50%;疫情下電商需求增加,社交平台廣告收入料增長31%。惟瑞信預期,電腦遊戲及媒體廣告業務可能會繼續保持疲軟;隨著實體零售於4月底起恢復正常,電子支付等金融科技及其他業務收入預計將增長33%。

瑞信將騰訊2020至2021年盈測微調1%至2%,繼續看好騰訊強勁盈利前景,包括微信生態系統變現以及金融科技業務的中期增長,將目標價由540元上調至641元,維持「跑贏大市」評級。

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