《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK)將於3月22日(周三)公布去年業績,受去年本地遊戲收入減少及新冠疫情影響雲業務拖累,本網綜合20間券商預測,騰訊2022年非國際財務報告準則純利料介乎1,096.72億至1,228.78億元人民幣,較2021年1,237.88億人民幣,按年下跌0.7%至11.4%;中位數1,158.91億元人民幣,按年跌6.4%。
綜合19間券商預測,騰訊2022年純利料介乎981.36億至1,417.44億元人民幣,較2021年2,248.22億人民幣,按年下跌37%至56.3%。市場將關注騰訊管理層對今年復甦展望、成本優化進展及視頻號、SAAS(軟件即服務)業務加快變現情況,而投資者亦關注公司回購股份指引。
下表列出23間券商對騰訊評級及目標價:
券商│投資評級│目標價(港元)
野村│買入│510元
星展│買入│507元
花旗│買入│496元
中信建投│買入│493.25元
申萬宏源│買入│492元
廣發証券│買入│490.92元
海通國際│優於大市│487元
中金│跑贏行業│475元
美銀證券│買入│474元
瑞信│跑贏大市│461元
瑞銀│買入│460元
麥格理│跑贏大市│453元
富瑞│買入│453元
中信証券│買入│451元
摩根士丹利│增持│450元
里昂│買入│450元
招銀國際│買入│450元
華創証券│推薦│447元
匯豐環球研究│買入│440元
天風證券│買入│440元
高盛│買入│434元
摩根大通│增持│410元
大和│買入│400元
(fc/w)
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