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麥格理:騰訊(0700.HK)海外遊戲收入強勁 升目標價至626港元
格隆匯 08-13 14:05

麥格理髮表研究報告指,騰訊(0700.HK)第二季海外遊戲收入強勁,而管理層亦澄清近期美國針對wechat事件的風險有限,故重申其優於大市評級,並將目標價由610港元上調至626港元。

麥格理指,騰訊第二季盈利大致符合預期,而手遊業務更勝於市場預期,主要歸功於其海外收入貢獻達23%,進一步鞏固騰訊未來的國際業務收入及增長。

該行又認為,騰訊廣告業務收入略勝該行預期,惟較市場預期遜色。基於其次季業績,麥格理將騰訊2021年度non-GAAP每股盈利預測上調1%,並料公司近期及中期表現仍優於大市。

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