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《大行報告》瑞信微降騰訊(00700.HK)目標價至455元 料次季經調整淨利潤按年增26%
阿思達克 07-14 14:01
瑞信發表報告指出,預期騰訊(00700.HK)次季總收入按年增長11%至1,490億元人民幣,經調整淨利潤升26%至355億元人民幣。當中,遊戲業務收入料增長8%,並以國際遊戲為主導;在視頻帳戶貢獻、需求恢復(如電商及網遊)下,廣告收入看升25%;隨著線下業務的持續復甦和雲業務恢復增長,金融科技及企業服務(FBS)業務按年料升17%。 該行認為,網遊競爭將是焦點,騰訊《無畏契約》於7月12日推出後在中國內地獲得好評,而《命運方舟》計劃於7月20日推出,該行料上述兩項高利潤的PC遊戲將成為下半年的關鍵驅動力或催化劑。廣告方面,下半年行業增長前景及視頻帳戶更新將成為投資者關注點。人工智能(AI)策略方面,該行關注AI如何逐漸融入騰訊產品如騰訊雲,並作為提高網遊及廣告業務效率的工具。 此外,該行對騰訊今明兩年的經調整每股盈利預測上調1%至2%,目標價由461元輕微下調至455元,維持「跑贏大市」評級。
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