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《大行報告》騰訊(00700.HK)投資評級及目標價(表)
阿思達克 03-07 11:53
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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