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大和:上調騰訊控股目標價15%,看好智能手機遊戲對收入貢獻
uSMART盈立智投 11-10 09:20

彭博新聞社報道,大和稱,考慮到騰訊控股10月遊戲的發佈,預計公司今年下半年智能手機遊戲收入將繼續超過40%的增長,同時公司明年在排遊戲看起來也很強勁,重申對公司的買入評級,上調目標價15%至710港元。

分析師John Choi等在報告中指出,預計公司三季度收入爲1,215億元人民幣,非國際財務報告準則的淨收入爲302億元。

公司的《使命召喚手遊》於10月下旬完成最終測試,預計將於四季度發佈,該遊戲將給騰訊帶來增量收入。

對虎牙、鬥魚和搜狗的併購將會給公司帶來5%-6%的額外收入。

注:騰訊控股預計將於11月12日發佈業績

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