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即時新聞- 港股直擊- 高盛降騰訊目標3% 續列確信買入名單 @ 2024-08-16T Back Hot News
Keyword:騰訊
Concept:評級目標價 , 買入財經新聞
智通財經APP獲悉,中信里昂發布研究報告稱,預計騰訊控股(00700)游戲收入將在今年第三季實現兩位數增長,經調整EBIT利潤將年增約20%。同時該行將今明兩年的經調整淨利潤提高5%及2%,並維持該股「跑贏大市」評級。
花旗指,騰訊第二季收入按年升8%符預期,毛利、經營溢利及經調整純利分別按年升21%、27%及53%,受惠於更高毛利流入流,如網上游戲、小游戲、視頻廣告及直播電商,以及具紀律成本控制。本土游戲恢復按年9%正增長,受惠《地下城與勇士》及《特戰英豪》,以及《王者榮耀》及《和平精英》調整。該行料騰訊下半年游戲收入增長加快至低雙位數,海外游戲在更新內容後維持堅韌增長,縱使宏觀逆風短期影響電商盈利率及需求,騰訊對改善廣告變現化持樂觀看法,基於廣告科技平台升級及深化用戶針對性。該行上調對騰訊目標價由515元至527元,重申「買入」投資評級,並視該股為行業首選。
沽空 $11.35億; 比率 14.346% 穩固基本面維持正面看法。考慮到其內地及國際市場游戲、以及廣告業務市占率增長;商業支付量份額穩定;高品質收入來源的持續利潤擴張路徑等因素。該行將騰訊的目標價由477元下調至464元,維持「買入」評級,續列確信買入名單內。

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