大行評級|麥格理:上調騰訊目標價至562港元 上調2024至26財年經調整每股盈測
麥格理髮表研報指,騰訊今年第三季度總營收按年升8%;經調整淨利潤為598億元,分別超出該行及市場預期15%及11%。該行表示,騰訊仍是優質的防禦性選擇多元化的收入來源未來應能繼續帶來持續增長,利潤率亦將擴大。
麥格理提及,騰訊第三季度遊戲營收按年升12%,高於第二季度的9%,主要受惠於穩定的常青遊戲及具有常青潛力的新遊戲。另外,騰訊第三季度遞延收入增長速度由15%加速至20%,意味着中國和海外遊戲總收入均錄強勁勢頭,並將進一步提振未來數季的遊戲營收。
另外,麥格理將騰訊2024至2026財年經調整每股盈利預測,分別上調7%、10%、8%。同時預計2023至2026財年盈利複合年均增長率將為25%。麥格理將騰訊H股目標價由553港元上調至562港元,維持“跑贏大市”評級。
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