《大行報告》富瑞微升騰訊(00700.HK)目標價至478元 評級「買入」
富瑞發表研究報告,將騰訊(00700.HK)目標價從472元輕微上調至478元,指出第三季收入符合市場預期,非國際財務報告(non-IFRS)準則淨利潤則超出預期。
富瑞指出,騰訊管理層於業績電話會議上透露高質量收入增長戰略,指出在小遊戲、視頻號廣告等高利潤業務對收入貢獻提升的推動下,經營槓桿將改善。
該行預計,騰訊未來遊戲產品線穩健,不過預期去年第四季國際遊戲業務的高基數,將對今年末季遊戲收入升幅帶來限制。
富瑞預計騰訊將持續控制成本開支,維持「買入」評級,指出騰訊注重投資回報的社交生態系統具協同效應,令公司在宏觀環境及競爭加劇下更具競爭優勢。
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