《大行報告》中信證券料騰訊(00700.HK)次季非國際會計準測淨利潤250億人民幣 評級「買入」
中信證券發表報告,預測騰訊(00700.HK)次季實現營收1,320億元人民幣(下同),按年下跌4.6%,非國際會計準測淨利潤250億元,按年下跌26.6%。
中信證券預計,騰訊次季遊戲業務營收426億元,按年下跌1%,預計隨着新遊戲《暗區突圍》(7月13 日國內上線)、《英雄聯盟電競經理》(7月20日國內不刪檔測試)、《勁樂幻想》(第四季國內上線)、《小貓愛消除》(第三季國內上線)、《重生邊緣》(第三季海外上線)、《王者榮耀國際版》(料第四季海外上線)、《幻塔國際版》(料第三季海外上線)等上線,遊戲業務有望企穩。
另外,該行預計次季騰訊社交網絡收入298億元,按年增長2.8%。廣告業務營收156億元,按年下跌31.7%。金融科技及企業服務業務營收423億元,按年增長1%。
該行指,騰訊次季業績主要爲局部地區疫情反覆以及宏觀經濟增速下行導致,但公司核心業務仍保持較強競爭優勢,預計隨着宏觀經濟恢復、疫情得到有效控制,公司各項業務營收有望逐步復甦。同時認爲目前公司股價已進入價值投資區間,隨着宏觀經濟企穩、視頻號商業化加速推進、新遊戲陸續上線,公司業績有望逐步恢復增長。維持「買入」評級,目標價424元。
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