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《大行報告》摩通維持對騰訊(00700.HK)今年前景正面看法 預期股價進一步上升
阿思達克 01-27 09:56
摩根大通發表報告指,由於遊戲玩家消費疲軟,加上娛樂/廣告的變現減慢;以及內地重新開放後,支付/雲項目等活動隨即中斷,預期騰訊(00700.HK)去年第四季收入表現疲弱,並相信收入增長放慢也將影響盈利增長復甦,但由於致力優化成本,估計集團盈利能力的提高應可持續至今年。 該行同時認為,騰訊上季業績表現對近期的股價影響有限,對集團今年股價前景看法維持正面,在年初至今上升28%後,料其股價會有進一步上升空間,主要由於估值倍數重評,及強勁的遊戲產品線等令盈利有正面修正。 摩通維持對騰訊股份「增持」評級及目標價410元。(ek/u) ~
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