大和:重申騰訊(0700.HK)“買入”評級 目標價620港元
大和發表研究報告表示,該行與騰訊(0700.HK)高管舉行投資者電話會議,會後更確定騰訊今年下半年手遊及社交廣告收入維持穩固增長的看法,並認為《地下城與勇士》手遊將於近期發佈,該行重申騰訊“買入”評級及目標價620港元。
該行指,雖然欠缺新遊戲,但騰訊第二季手遊收入按年增長62%,顯示現有遊戲包括《王者榮耀》及《和平精英》的表現具有韌性,預期《地下城與勇士》手遊、加上《天涯明月刀》及《秦時明月》遊戲於下半年推出,將有助帶動騰訊遊戲業務強勁增長,料下半年手遊收入按年升35%,主要受到第二季的遞延收入按季增長5%,以及現有主要遊戲的ARPU及付費率上升所帶動。
大和又指,預計騰訊下半年社交廣告收入按年增長27%,但媒體廣告或受壓,料第三季收入僅按年升2%。

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