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騰訊(0700.HK)拉昇漲近2% 今日盤後公佈業績
格隆匯 08-18 10:21
格隆匯8月18日丨即將於今日盤後公佈業績的騰訊盤中拉昇,一度漲1.84%報443港元,市值4.25萬億港元。據彭博的一致預期,騰訊Q2營收1383.28億人民幣,同比增20.4%;調整後淨利潤328.26億人民幣,同比增8.9%。國信證券認為,Non-IFRS下淨利潤增速放緩已在市場預期之內,投資期內應重點關注收入增速,淡化關注Non-IFRS下的淨利潤增速。招銀國際稱,估計Q2收入/盈利同比增18%/8%,較市場預期略低2%/1%,其中增值服務/廣吿/其他收入料同比升11%/21%/32%,相信遊戲增長放緩和利潤率下跌已被市場充份預期,目前憂慮集中於監管的不明朗,包括防止未成年人沉迷網絡遊戲、税率改變和反壟斷。短期內監管風險令行業氣氛疲弱,或將令股價受壓,低位料約於402港元。

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