《大行報告》富瑞微升騰訊(00700.HK)及美團(03690.HK)目標價 評級「買入」
富瑞發表研究報告指出,根據對最新春節數據及對各子行業1月份表現的渠道調查,再次證實今年的復甦勢頭。當中,騰訊(00700.HK)「王者榮耀」成績突出,至於美團(03690.HK)於春節期間本地服務表現穩健。
該行重申對騰訊網遊的正面看法,預期「王者榮耀」於春節假期的iOS收入(以人民幣計)較去年增長約26%,受惠於內容升級,相信「王者榮耀」結合iOS及Android的總收入應以類似的速度增長。另對騰訊在線遊戲總收入(包括PC及移動)今年增長預測上調,由按年升3%增長至升5%。對騰訊的目標價由453元微升至456元,評級「買入」。
美團方面,該行認為公司的本地服務在春節期間表現良好,並認為本地消費應率先復甦,公司1月份表現主要受惠於春節期間日常消費服務支出與2019年相比增長66%;夜間消費約佔總消費的49%,較2022年增長13個百分點;春節首六日到店聚餐數量較2022年增長53%;且酒店套餐、本地景點、長途旅遊增長較快。該行對美團目標價由264元微升至265元,評級「買入」。
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