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《大行報告》匯豐研究料騰訊(00700.HK)首季收入按年增7% 非國際財務準則純利升26%
阿思達克 04-27 10:23
匯豐研究發表研究報告指,在遊戲、廣告、金融科技及商業服務復甦的推動下,仍然相信騰訊(00700.HK)今年可實現營收和盈利加速增長,預期微信視頻號商業化及投資者看好線上遊戲細分市場,將繼續推動公司股價表現向好。 騰訊將於5月中旬公布首季業績,該行預測收入將按年增長7%,非國際財務準則純利料增長26%,當中線上遊戲收入預期按年升3%,金融科技和企業服務(FBS)收入料增長12%。 該行預期營銷及研發開支將增加,同時Prosus拋售影響仍然存在,但另一方面騰訊在過去1至2個月的回購基本抵銷相關影響,考慮到今年26%的盈利增長預測,認為現價估值不高,維持目標價為440元,維持「買入」評級。
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