研報掘金|中金:維持騰訊“跑贏行業”評級 遊戲戰略卓有成效
中金髮表研究報吿指,騰訊遊戲戰略卓有成效,第三季收入按年增8%,基本符合預期;非國際財務報吿準則營業利潤增19%,高於該行預測2.3%,基本符合市場預期,毛利率按年提升趨勢明顯;非國際財務報吿準則淨利潤增33%,高於該行預期8%,高於市場預期10%。
中金關注宏觀環境對騰訊的廣吿和支付影響,基本維持集團今明兩年的收入預測,由於税率及聯營公司收益變化,分別上調其非國際財務報吿準則淨利潤3%和2%,維持“跑贏行業”評級及目標價468港元。
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