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《大行报告》富瑞微升腾讯(00700.HK)及美团(03690.HK)目标价 评级「买入」
富瑞发表研究报告指出,根据对最新春节数据及对各子行业1月份表现的渠道调查,再次证实今年的复苏势头。当中,腾讯(00700.HK)「王者荣耀」成绩突出,至于美团(03690.HK)于春节期间本地服务表现稳健。 该行重申对腾讯网游的正面看法,预期「王者荣耀」于春节假期的iOS收入(以人民币计)较去年增长约26%,受惠于内容升级,相信「王者荣耀」结合iOS及Android的总收入应以类似的速度增长。另对腾讯在线游戏总收入(包括PC及移动)今年增长预测上调,由按年升3%增长至升5%。对腾讯的目标价由453元微升至456元,评级「买入」。 美团方面,该行认为公司的本地服务在春节期间表现良好,并认为本地消费应率先复苏,公司1月份表现主要受惠于春节期间日常消费服务支出与2019年相比增长66%;夜间消费约占总消费的49%,较2022年增长13个百分点;春节首六日到店聚餐数量较2022年增长53%;且酒店套餐、本地景点、长途旅游增长较快。该行对美团目标价由264元微升至265元,评级「买入」。
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