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《大行报告》野村:腾讯(00700.HK)微信小程序可加强电商生态系统 上望目标价655港元
阿思达克 09-14 11:30
野村发表报告表示,参加腾讯(00700.HK)在9月9日至11日在网上举行2020年全球数字生态系统峰会,今次峰会旨在展示腾讯的最新业务消息,公司为各种行业提供企业解决方案的专业知识。该行对腾讯的企业级解决方案给留下了最深刻印象,并指已渗透到大多数面向消费者的行业,包括零售,运输和政府服务;而微信团队不断推出新的迷你小程序,内部开发和第三方SaaS提供商提供的程序来帮助,指企业适应并在微信环境中运营。

该行指,腾讯旗下微信小程序可加强其电子商务生态系统,指去年总交易额按年增长160%至8,000亿元人民币。在庞大的用户支持下超过4亿个DAU的基础,小程序已成为其中的首选平台之一。而零售商和电子商务商家亦超过100万个品牌选择微信小程序。

野村称,维持对腾讯「买入」评级及目标价655港元,该行重视腾讯的移动游戏业务估值为2,220亿美元(相当明年预测市盈率20倍),予微信估值1,920亿美元(相当明年预测市盈率33倍)和微信支付2,670亿美元(明年预测市销率13倍。

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