《大行報告》摩通降騰訊(00700.HK)目標價至410元 季績符預期評級「增持」
摩根大通發表報告,指騰訊(00700.HK)本年至今股價大幅跑輸遊戲同業網易-S(09999.HK)達19個百分點,該行料歸咎於投資者憂慮騰訊本地遊戲動力放緩。該行料騰訊去年末季業績(本地遊戲收入按年跌3%,較市場預測低出11個百分點)將清除有關憂慮,因管理層提及在高潛在遊戲推出下,配以提升旗艦遊戲的新舉措,今年次季起遊戲業務動力料開始改善。
此外,報告稱,騰訊增加每股派息及計劃加大回購規模,加強回饋股東,料屬漸進正面發展。該行料今年騰訊每股經調整純利有望按年升21%,考慮市場期望不高,報告認爲去年末季業績可移除投資者憂慮,目標價由440元降至410元,評級「增持」。
該行在上日另一份報告指,騰訊末季收入及純利大致符市場預期,而《地下城與勇士》手遊在夏季推出,有望成爲股價重大催化劑。
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