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《大行報告》騰訊(00700.HK)投資評級及目標價(表)(更新)
阿思達克 11-04 15:40
騰訊(00700.HK)將於下週三(10日)公佈截至9月底止第三季業績。內地監管對在線教育和開屏廣告整治,令公司廣告增長承壓、旗下網遊《王者榮耀》及《和平精英》等主力產品帶動下保持穩定增長,但本季內地未成年人防沉迷法規進一步完善,令核心新遊上線有所延期,本網綜合21間券商預測,騰訊2021年第三季非國際財務報告準則純利料介乎274.34億至360.73億元人民幣,較2020年同期323.03億元人民幣,按年下跌15.1%至上升11.7%;中位數爲325.35億元人民幣,按年微升0.7%。 綜合13間券商預測,騰訊2021年第三季純利料介乎239億至386.89億元人民幣,較2020年同期385.42億人民幣,按年下跌37.9%至上升0.4%;中位數爲292.64億元人民幣,按年下跌24.1%。投資者將關注公司管理層對網遊及廣告業務最新指引、就監管政策(網遊、數據安全及反壟斷)下最新應對部署等、以及內地經濟復甦步伐所帶來影響。 下表列出28間券商對騰訊的投資評級及目標價: 券商│投資評級│目標價(港元) 申萬宏源│買入│779元 法國巴黎銀行│買入│778元 交銀國際│買入│774元 高盛│買入(「確信買入」名單)│748元 招商證券國際│買入│729元 凱基證券│增持│700元 星展│買入│689元 花旗│買入│673元 傑富瑞│買入│671元 華創證券│推薦│656元 匯豐環球研究│買入│655元 美銀證券│買入│651元 摩根士丹利│增持│650元 德銀│買入│650元 大和│買入│650元 國泰君安證券│買入│650元 瑞信│跑贏大市│640元 招銀國際│買入│640元 瑞銀│買入│630元 摩根大通│增持│630元 興業證券│買入│630元 野村│買入│621元 中信證券│買入│613元 中金│中性│610元 華泰金控│買入│608元 大華繼顯│買入│588元 工銀國際│跑贏大市│580元 建銀國際│跑贏大市│568元
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