《大行報告》野村:騰訊(00700.HK)季績符預期 分派美團-W(03690.HK)利好市場情緒
野村發表報告指,騰訊(00700.HK)今年第三季業績表現大致符合市場預期,其中收入按年下跌2%,稍低於市場預期1%,但符合該行預期;至於非通用會計準則(Non-GAAP)按年增長1%,分別優於市場及該行預期8%及6%。
報告補充,騰訊宣布以十派一比例實物分派美團(03690.HK)的B股作特別中期息,相信此舉有助提升市場對騰訊的情緒。不過,雖然預計騰訊會適時剝離其總價值逾1,000億美元投資組合的一部分,以為其正進行的股份回購和海外收購提供資金,但該行仍對美團成為騰訊出售名單上的第一間公司感到驚訝。
野村認為,美團在騰訊的移動互聯網生態系統中有強大的協同價值,兩者似乎沒有任何重疊的服務,或會引發騰訊與其部分投資方的潛在競爭。因此,隨著最近的撤資,該行期望知道業務協同效應是否仍是騰訊的優先考慮因素。
該行維持對騰訊股份「買入」評級及目標價420元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.