《大行報告》麥格理上調騰訊(00700.HK)目標價至453元 評級「跑贏大市」
麥格理發表報告指,仍然看好騰訊(00700.HK)在遊戲發布、廣告和支付方面的長期增長潛力,預測今年收入將按年增長10%(料其去年收入則下跌2%)。該行亦料騰訊今年經調整淨利潤將按年增長18%(料其去年下跌7%),主要是受有效的成本優化措施所推動。該行將騰訊目標價由415元升至453元,評級「跑贏大市」。
該行認為,騰訊旗下遊戲業務將受惠於新遊戲的推出和全球化,新遊戲的推出和獲批將推動強勁的遊戲收入增長,估計其2022至2024年遊戲收入複合增長率料為9%。該行預計,騰訊今年起將會有更多大型遊戲獲批,而隨著新遊戲的推出和通過Level Infinite發布平台提高用戶參與度,預測國際遊戲的收入貢獻將在2024年升至30%,而2021年該比例為21%。
麥格理指,基於更高的遊戲收入假設和成本效率,將今年騰訊的每股盈利提高0.3%,明年預測提高0.9%。
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.