大行評級|麥格理:予騰訊“跑贏大市”評級 看好遊戲領域的強勁表現
麥格理髮表研報指,給予騰訊“跑贏大市”評級,目標價為560港元。該行指,騰訊2024財年第四季的展望令人鼓舞,重申對該股的正面看法,尤其看好其在遊戲領域的強勁表現。該行相信,騰訊良好的收入結構將繼續推動其利潤率持續擴張,預計2024財年第四季總營收將按年增加9%,經調整淨利潤按年升35%。麥格理預期,新版本《三角洲行動》及《特戰英豪》將成為騰訊新興的增長動力,並預測遊戲收入將從 2024財年第三季的按年升12%,加速至第四季的按年升14%。從長遠而言,相信隨着騰訊逐漸實現視訊賬户業務的貨幣化潛力,該業務將逐漸為騰訊的長期增長做出貢獻。
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