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大行評級 | 富瑞:上調騰訊目標至456港元,升美團目標至265港元

格隆匯2月7日丨富瑞發研報指,根據春節期間的最新數據以及板塊在1月的表示,發現騰訊(0700.HK)的《王者榮耀》表現優秀,而美團(3690.HK)的本地服務在春節期間表現穩健。該行將騰訊的目標價由453港元上調至456港元,將美團的目標價由264港元輕微調升至265港元,均維持“買入”評級。

報吿指,在觀察近期行業發展後,對網遊行業前景持樂觀看法。根據Sensor Tower的分析,預計騰訊的《王者榮耀》在春節期間iOS收入將按年增長約26%。由於內容升級的成功,《王者榮耀》在iOS和Android上的總收入應該會以相似的速度增長。展望2023年全年,該行將騰訊包括電腦和手機的網遊總收入預測增長上調至約5%,其中移動遊戲在國內和海外市場的總收入料同比增長6%。

報吿又指,美團在春節期間的表現正面,關鍵在於日均顧客服務支出較2019年增長66%、晚間消費佔整體消費的比例較去年增加13個百分點、春節首6天多人餐廳堂食套票銷量按年增53%,以及酒店套票、本地景點、長途旅遊均呈快速增長。

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