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《大行報告》美銀證券降騰訊(00700.HK)目標價至410元利潤率結構性擴張 @ 2024-03-22T00: Back Hot News
Keyword:騰訊
Concept:騰訊上季
【有線新聞】騰訊上季少賺75%,主要是前一年分派美團股份的特殊因素,經調整後盈利增長44%,集團計劃將回購規模倍增至1000億港元。
騰訊放榜上季純利升44% 回購規模翻倍至1000億
〈財報〉騰訊上季財報憂喜參半 今年股票回購規模翻倍
騰訊上季經調整盈利升44%符預期 今年加倍斥1000億回購 劉熾平:股價遭低估
東方日報B1:騰訊上季核心多賺43%增派息 擬擲千億回購
摩根士丹利認為,騰訊毛利率持續擴張和股東回報增強是關鍵亮點,預計今年第一季是騰訊內地游戲業務的低谷,次季即將推出的《地下城與勇士》將是轉折性的催化劑,維持「增持」評級,但將目標價由430元下調約7%至400元。麥格理稱,騰訊上季業績大致符合市場預期。董事會建議派息3.4元,並計劃今年將股票回購規模增加至少一倍,因此可能累計涉及5%以上的股東回報,維持「跑贏大市」評級,惟將目標價由455元下調至387元。
麥格理指,騰訊上季業績符預期,廣告收入更輕微超出預期,不過,游戲收入疲弱,集團擬將回購規模倍增至千億元,連同高於預期的派息,相當於5厘資本回報,麥格理維持今年對集團的看法,指騰訊結構成本略有改善,視頻號及小游戲有助推升集團收入,但預期整體增長仍然溫和,因此,將目標價由455元降至387元,維持「跑贏大市」評級。
騰訊上季經調整盈利426億 勝預期 末期息升四成 今年回購倍增至逾千億

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