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大行評級|里昂:預期騰訊次季經調整EBIT同比增24% 評級“跑贏大市”且為行業首選
格隆匯 07-17 10:37
里昂發表報吿,預期騰訊第二季將錄得穩健業績,總收入1616億元,較去年同期上升8%,經調整EBIT料571億元,較去年同期上升24%,主要受惠於遊戲收入回升及廣吿增長強勁。該行預測騰訊第二季遊戲收入較去年同期增長7%,主要受惠於大型遊戲的復甦及DnF手遊的強勁登場,廣吿增長將繼續受視頻帳户及廣吿技術提升所支持,利潤率將維持上升趨勢。該行相信,憑藉穩健的遊戲管線和遞延收入,遊戲收入增長將於下半年加速。騰訊是其行業首選,評級“跑贏大市”。
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