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《大行報告》大摩料騰訊(00700.HK)次季收入按年升12% 非通用會計準則溢利增20%
阿思達克 07-13 10:01
摩根士丹利發表報告指出,預期騰訊(00700.HK)第二季收入按年增長12%,非公認會計準則溢利升20%至440.38億元人民幣。鑑於積極的營運槓桿,公司利潤增長更加明顯。該行對騰訊今明兩年的收入和盈利預測基本保持不變,目標價450元,維持「增持」評級。 該行預期騰訊削減成本的努力應在未來幾個季度產生更實質性的影響。因此,該行認為騰訊的毛利率應進一步擴大,預測非國際財務報告經營利潤率按年增長2.1個百分點至29.4%,料其今年第二季非國際財務報告淨利潤按年增長23%至345億元人民幣。 大摩預期騰訊的網絡遊戲按年增長7%,主要受國際遊戲增長所推動。另預期公司將於7月推出更多重要遊戲,包括《無畏契約》、《命運方舟》和《暗區突圍》國際服,將推動下半年遊戲增長。 廣告方面,該行預期騰訊廣告將繼續強勁復甦,受惠於618節日帶來的強勁電商需求、系統升級提高廣告轉化率、宏觀環境改善以及視頻賬戶(VA)變現,預期公司廣告按年增長22%。該行認為騰訊的VA變現仍然強勁,料年收入約130億元人民幣,從中長期而言依然是廣告增長的主要推動力。 此外,該行料騰訊金融科技及企業服務(FBS)業務按年增長17%,主要受線下活動增加和國內旅行強勁復甦所推動。
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