《大行報告》騰訊(00700.HK)投資評級及目標價(表)
騰訊(00700.HK)將於下周三(16日)公布截至6月底止中期業績,本網綜合18間券商預測,騰訊2023年中期非國際財務報告準則淨利潤料介乎664.2億至709.75億元人民幣,較2022年中期淨利潤536.84億元人民幣,按年上升23.7%至32.2%;中位數683.9億元人民幣,按年增升27.4%。
綜合6間券商預測,騰訊2023年中期淨利潤料介乎512.69億至564.92億元人民幣,較2022年中期淨利潤420.32億元人民幣,按年上升22%至34.4%;中位數549.55億元人民幣,按年升30.7%。
花旗指出,市場將關注整體宏觀環境及廣告預算情緒,市場亦關注過去數月批出大量新遊戲下,本土遊戲市場的競爭情況,投資者同時關注遊戲流水及變現,以及將在國際遊戲市場推出的新遊戲。此外,雲服務收入及盈利率,夏季旺季的支付活動情況,人工智能大模型進取及未來影響,以及監管環境與出售投資等,均將備受關注。
下表列出26間券商對其投資評級及目標價:
券商│投資評級│目標價(港元)
野村│買入│510元
廣發證券│買入│501.6元
里昂│買入│500元
星展│買入│498元
花旗│買入│491元
申萬宏源│買入│477元
中金公司│跑贏行業│475元
第一上海│買入│475元
富瑞│買入│470元
德銀│買入│470元
中信建投│買入│467元
中信証券│買入│467元
瑞銀│買入│460元
招銀國際│買入│455元
瑞信│跑贏大市│455元
浙商證券│買入│450.5元
摩根士丹利│增持│450元
農銀國際│買入│450元
華泰證券│買入│440元
摩根大通│增持│440元
高盛│買入│443元->428元
招商證券國際│增持│426元
匯豐環球研究│買入│425元
中銀國際│買入│420元
交銀國際│買入│399元
元大證券│持有│350元
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