騰訊(00700.HK)反彈受制10天線倒跌1.6% 績後多間大行重申「買入」評級
騰訊(00700.HK)中績勝預期,匯豐及大和績後重申騰訊「買入」評級目標價分別升至655元及620元,美銀也重申騰訊「買入」評級,但目標價略降至606元,以反映輕微下調公司未來三年盈測。該股承過去兩連彈勢,今早隨ADR及美國科技股高開1.4%報528元,最高見531元,受制10天線(531.5元),掉頭倒跌1.6%,報512元,成交已有1,446萬股,涉資75.37億元。
騰訊昨天收市後公布,中期純利按年升近21%至620.03億元人民幣(下同),高於本網之前綜合13間券商預測範圍(511.66-582億元)上限,每股盈利6.541元,維持不派中期息。若非按通用會計準則計算,中期純利按年升28.7%至572.32億元(也接近市場預期範圍上限577億元),每股盈利6.038元。單計次季,騰訊純利331.07億元人民幣,按年及按季分別增長37%及15%,毛利按年升36%至532.1億元,總營收按年升29%至1,148.83億元。若非按通用會計準則計算的次季純利301.53億元,按年及按季分別增長28%及11%。
騰訊上半年營收按年升約28%至2,229.48億元,其中增值服務收入按年升逾31%至1,274.31億元;金融科技及企業服務收入按年升26%至563.37億元;網絡廣告收入按年升近22%至362.65億元。期內,EBITDA按年升約25%至827.53億元。
騰訊管理層在業績電話會議中指出,美國行政命令主要針對在美國WeChat應用程式,並非公司在美國其他業務,並強調在美國WeChat跟在中國微信是兩個不同產品,且美國市場收入佔整體不足2%,廣告收入更佔整體不足1%,認為行政命令不影響公司在中國平台上廣告。
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