《大行報告》匯豐研究上調騰訊(00700.HK)目標價至440元 評級「買入」
匯豐研究發表報告指,騰訊(00700.HK)第二季受直播收入下降和國內遊戲增長平緩拖累,抵銷主要來自視頻號廣告收入提升。該行將全年收入預測下調1%,但維持明年和後年預測不變。
報告指,由於騰訊旗下遊戲《特戰英豪》和《失落的方舟》貢獻增加,以及常青遊戲推出更多商業內容,相信下半年國內遊戲潛在復甦將有助於提高利潤率。
該行認為,騰訊明年市盈率預測為15倍,今年至後年盈利年複合增長率料為19%,估值具有吸引力。目標價由425元升至440元,相當於明年20倍市盈率預測,維持評級「買入」。
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