大行評級|里昂:上調騰訊目標價至645港元 評級升至“高度確信跑贏大市”
里昂發表研究報告指,騰訊去年第四季總收入按年升11%至於1720億元,勝於預期;經調整後純利按年升30%至553億元,高於該行原預期7.8%。本地遊戲及網上廣告等表現均勝於預期,各收入分別按年升22%及18%。該行預料,騰訊今年收入增長維持雙位數增長,毛利率擴張。
該行表示,將公司今年及明年調整後純利預測分別按年升4%及5%,其目標價由500港元上調至645港元,其評級由“跑贏大市”升至“高度確信跑贏大市”。
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