《大行報告》騰訊(00700.HK)投資評級及目標價(表)(更新)
騰訊(00700.HK)將於下周三(15日)公布今年第三季業績,受惠於視頻號、小遊戲等高毛利業務收入帶動、利潤率優化及微信生態變現持續提升,本網綜合12間券商預測,騰訊2023年第三季非國際財務報告準則淨利潤料介乎372.33億元至422.5億人民幣,較2022年同期的322.54億元人民幣,按年上升15.4%至31%,中位數403.24億人民幣,按年升25%。
綜合4間券商預測,騰訊2023年第三季淨利潤料介乎287.31億元至356.19億元人民幣,較2022年同期的399.43億人民幣,按年下跌10.8%至28.1%,中位數314.2億元人民幣按年跌21.3%。券商料騰訊上季淨利潤按年倒退,因2022年第三季其他收益淨額基數高達208.86億元人民幣(主要是非國際財務報告準則調整項目,如視同處置及處置若干投資公司的收益淨額等(包括來自視同處置Sea Limited的收益413億人民幣)),而里昂料騰訊2023年第三季其他收益僅33億元人民幣。
市場將關注騰訊管理層最新業務指引(內地土地網遊復甦情況及廣告業務前景、毛利率展望)、資本投資及股權變現策略、派息及股份回購指引,並關注旗下「混元大模型」營運發展及策略。
下表列出22間券商給予其評級及目標價(港元):
券商│評級│目標價
廣發証券│買入│509.74元
里昂│買入│500元
花旗│買入│496元
星展│買入│494元
中金│跑贏行業│475元
野村│買入│472元
富瑞│買入│472元
中信証券│買入│468元
申萬宏源│買入│461元
招銀國際│買入│460元
摩根士丹利│增持│450元
美銀證券│買入│450元
農銀國際│買入│450元
華泰証券│買入│445.3元
摩根大通│增持│440元
高盛│買入│431元
光大証券│買入│430元
大和│買入│430元
匯豐環球研究│買入│425元
瑞銀│買入│419元
中銀國際│買入│405元
中信建投証券│買入│390元
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