大行每日評級 | 裏昂降騰訊目標價,料其Q3纔有強勁復甦
今日看點
1.裏昂重申騰訊(00700)“買入”評級,目標價由910港元降至855港元,該行預計基於新遊戲如《英雄聯盟:激鬥峽谷》推出,手遊業務預計同比增19%,但下調公司今明兩年經調整盈利增長預測爲14%及11%。
2.摩根士丹利重申對快手(01024)“增持”評級,下調對其基本情境目標價由350港元降至300港元;該行將對其熊市情境目標價由180港元降至160港元,估計快手於2021年非國際財務報告準則經調整虧損113.2億人民幣,由於直播業務收入較弱(料今年第二季按年跌13%),基於其如同業般大舉投資,決定下調對其每股盈利預測。
3.高盛分析師Will Nance首次覆蓋Coinbase(COIN),予“買入”評級,目標價306美元,較當前股價有36%的上漲空間,該行認爲,公司的“商業模式具有吸引力,得以在加密貨幣波動性上升的基礎上蓬勃發展”,並且有增加額外功能和產品特性的“重大機會”。該行還認爲,該公司的新舉措將帶來“巨大的空間”,以推動更穩定和更頻繁的收入流。

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