《大行報告》騰訊(00700.HK)投資評級及目標價(表)(更新)
騰訊(00700.HK)將於本周四(12日)公布截至9月底止第三季度業績,受惠於旗下網遊《王者榮耀》和《絕地求生》(PUBG手遊(全球)等遊戲勢頭強勁,抵銷了延推《地下城與勇士》的影響,料網遊收入可按年增逾四成帶動下、在廣告收入增持保持平穩下,本網綜合15間券商預測,騰訊今年第三季純利料介乎259.79億至337.9億人民幣,較2019年同期203.82億元人民幣,按年上升27.5%至增加65.8%;中位數為289.31億元人民幣,按年增加42%。
綜合16間券商預測,騰訊今年第三季非國際財務報告準則純利料介乎295.49億至333.85億元人民幣,較去年同期244.12億人民幣,按年增加21%至增加36.8%;中位數為316.65億元人民幣,按年增加30%。投資者將聚焦公司網遊業前景及需求、包括《地下城與勇士》項目進展、微信平台貨幣化進程等。
下表列出29間券商對其港股評級及目標價:
券商│投資評級│目標價(元)
麥格理│跑贏大市│815元
里昂│買入│715元
野村│買入│703元
匯豐環球研究│買入│687元
瑞信│跑贏大市│683元
高盛│買入│601->678元
華泰金控│買入│676元
招商證券國際│買入│652元
傑富瑞│買入│651元
摩根士丹利│增持│650元
瑞銀│買入│650元
中信証券│買入│650元
花旗│買入│649元
安信証券│買入│642元
元大證券│買入│640元
交銀國際│買入│627元
美銀證券│買入│624元
摩根大通│增持│620元
大和│買入│620元
星展│買入│615元
華創証券│推薦│610元
海通國際│跑贏大市│605元
工銀國際│跑贏大市│605元
光大証券│買入│602元
法巴│持有│600元
建銀國際│跑贏大市│590元
國泰君安國際│買入│590元
興業証券│買入│582元
中金│中性│541元
(fc/w)
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