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大行评级 | 大摩:腾讯新游戏具收入潜力 予目标价420港元
格隆汇 01-13 13:15
格隆汇1月13日丨大摩发研报指,投资者对今年腾讯(0700.HK)游戏的前景更加看好,对其新游戏的收入潜力非常感兴趣,随着监管环境的进一步放松,投资者对金融科技前景愈来愈有信心,亦有助其增值业务增长,予目标价420港元,维持“增持”评级。该行表示,预期今年游戏业务总收入将同比增加10%,中国国内游戏收入将同比增长5%,国际游戏收入则同比增长22%,投资者已充分意识到过去两个季度增值业务货币化的强劲势头,料增值业务在今年将推动广吿同比增长16%,预期今年金融科技和企业服务业务将按年增长17%,以及云业务同比增长20%。该股现报364.4港元,总市值34853亿港元。

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