《大行報告》摩通上調騰訊(00700.HK)目標價至440元 評級「增持」
摩根大通發表報告,指騰訊(00700.HK)公布首季業績後,該行對集團的盈利前景更有信心。令人驚喜的是由於收入結構轉變及持續的成本效益,集團的利潤率結構持續改善。騰訊首季經調整經營溢利勝該行預期達19%;經調整每股盈利增長率由去年第四季的19%加快至今年首季的28%,該行預計,其增長將在今年剩餘時間進一步加快,該行料達30%。
該行表示,在國內和國際市場強勁勢頭的支持下,騰訊的網絡遊戲收入按年增長已加快至今年首季的11%,預計強勁勢頭將會持續。對於國內市場,今年首季強勁總收入可能會支持集團未來幾個季度的遊戲收入。
該行將集團目標價由430元上調至440元,評級為「增持」。
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