《大行報告》中銀國際下調騰訊(00700.HK)目標價至405元 評級「買入」
中銀國際發表報告指,騰訊(00700.HK)第二季度收入1,492億元人民幣,按年升11%,較該行及同業的預測低2%,不過該行對公司的持續增長感到樂觀。本地遊戲業務方面,第三季有10款新遊戲推出,預期有關業務收入按年增長11%;而海外遊戲業務在未來幾季維持穩定。社交網絡方面,相信小遊戲及音樂服務保持強勁表現,相信網上廣告將帶領行業增長。
報告預期騰訊主要業務的毛利率保持增長,主要受惠收入結構改善,成本控制得宜,將2023年、2024年及2025年非國際財務報告準則純利預測,分別上調4%、4%及3%,維持「買入」評級,但目標價由420元下調至405元。
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