《大行報告》大摩料騰訊(00700.HK)上季收入按年升9% 非通用會計準則經營溢利增15%
摩根士丹利發表研究報告指,預計騰訊(00700.HK)上季收入及非通用會計準則經營溢利分別按年增9%和15%,主要是受到主要業務增長重新加快,以及VA的廣告勢頭保持強勁所帶動,該行又料其遊戲總收入將按年增長6%。該行將大股東Prosus的拋售視為滿足內部資金需求,意味著對集團前景的憂慮有限,維持「增持」評級及目標價450元。
該行表示,對騰訊前景的潛在憂慮有限,而其每日的股票回購應該會為股價提供一定程度的支持,認為即使有進一步的潛在拋售,亦應該會較為漸進的步伐。該行大致維持集團2023至24年的收入及盈利預測。
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