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《大行報告》匯豐研究升騰訊目標價至687元 予金融科技業務估值二千億美元
阿思達克 10-20 11:47
匯豐環球研究發表報告表示,重申對騰訊(00700.HK)「買入」投資評級,上調對其目標價由655元升至687元,指旗下網遊業務現估值僅預測明年經調整市盈率13倍,較同業19倍有折讓。

就騰訊將於11月12日公布今年第三季業績,料公司上季收入增長28%(料手遊收入按年增長58%、料社交平台廣告及金融科技及商業業務收入各升25%及26%),估計其非通用會計準則營運溢利升39%、料其上季非通用會計準每股盈利預測為3.548元人民幣。

匯豐環球研究指,基於網遊《王者榮耀》強勁表現,決定上調對其2020年至2022年每股盈利預測各2.2%、1.4%及1.4%,各至13.03、16.52及19.91元人民幣。

該行亦認為,市場聚焦騰訊旗下財付通的估值,相信可提升其金融科技估值預測至近2,000億美元,相當對其總體估值預測佔比約23%。(wl/k)

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