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騰訊(00700.HK):微信不急於商業化料末季宣傳費用續升 @ 2013-11-14T11: Back Hot News
Keyword:騰訊
Concept:億元人民幣 , 騰訊第三季微信
分析員直言,騰訊業績遜預期其中一個主因,就是投入大量資金做廣告,推廣微信及WECHAT,季內集團的銷售及市場推廣開支按季就大增近19%至14.65億元,相對盈利按季只增5.4%,明顯拖低毛利率,他擔心今季阿里出力推廣「來往」,將令微信的增長進一步受壓,劉熾平不但「未驚過」,表明歡迎競爭之余,反預期微信將成為未來貿易商的主要渠道,似有向阿里巴巴挑機味道。他又指,未來數季會繼續投入去推廣微信,但未有透露實際金額。
騰訊公布第三季財報:淨利38億元 略遜預期
阿里巴巴推出來往挑戰微信市場領導地位,而WHATSAPP及LINE亦依舊雄霸一方,令騰訊不得不加強宣傳。截至第三季末,微信及WECHAT合並月活躍賬戶同比大增124%至2.72億戶,由於發布新版本及市場推廣加大;QQ總月活躍賬戶增4%至8.16億戶。
騰訊控股(0700)昨日收市後公布業績,首3季股東應占純利115.9億人民幣,按年升25%,單計第3季純利為38.67億元人民幣,按年升20.1%,表現稍遜市場預期。期內EBITDA比率由36.3%跌至36%亦較市場預期低,主要由於微信、手機游戲等的推廣支出增加。較正面的信息是第三季QQ用戶基數穩步增長,微信及WECHAT活躍帳戶繼續受新推出的服務及功能所推動上升。騰訊股價早前已累績一定跌幅,公布業績後今早見反彈,最高曾409.00元,現報407.40元,升14.40元或3.67%。
騰訊控股第三季淨利略遜預期

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