大和腾讯(0700.HK)被抛售时为吸纳机会目标价降至420港元
大和发表研究报告指,腾讯(0700.HK)第二季收入增长逊预期,惟非通用会计准则每股盈利因市场推广成本低而表现优于预期。该行将公司今年每股盈利预测调低3%,以反映电脑游戏及媒体广告增长疲弱。大和认为,当腾讯被抛售时可视为吸纳机会,重申予“买入”评级,目标价则由425港元下调至420港元。

该行表示,腾讯电脑游戏及网上广告业务表现逊预期,不过手游收入仍可按轨增长,预料今年下半年增长可加速,加上去年底公司在行业中获取最多新游戏审批批准,料可提升手游收入增长可见度。
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