《大行报告》大摩:投资者对腾讯(00700.HK)今年网游业务前景转趋乐观 重申「增持」评级
摩根士丹利发表报告指,投资者对腾讯(00700.HK)今年网游业务前景转趋乐观,并对其新游戏毛利潜力相当感兴趣。随著内地监管环境的进一步放宽,投资者亦对金融科技前景亦愈来愈有信心。该行重申对腾讯「增持」评级,目标价420元。
该行指,投资者对腾讯游戏今年的增长潜力信心加大。腾讯去年游戏业务增长乏力为市场重点关注因素,但自去年11月以来出现两个拐点催化剂,包括去年11月和12月的总收入提高,以及获得关键IP《越南大战:觉醒》、《宝可梦大集结》和《失落的方舟》游戏授权,估计年总收入分别为10亿、8亿、30至40亿人民币。
大摩预测,腾讯今年的游戏总收入将按年增长10%,其中内地游戏收入按年增长5%,海外游戏收入按年增长22%。另外,该行预计腾讯今年视频账户(VA)的广告收入增长16%。
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