交银国际:维持腾讯控股“买入”评级,目标价降3.4%至774港元

. 交银国际:维持腾讯控股(00700)“买入”评级,目标价降3.4%至774港元
智通财经APP获悉,交银国际发布研究报告称,维持腾讯控股 (HK:0700)(00700)“买入”评级,考虑持续投入的策略,下调今年利润增长预测至15%,故目标价由801港元调低3.4%至774港元,该股现价相当于今年核心业务市盈率17倍(除金融+云估值)。
报告中称,腾讯将于下月18日公布第二季业绩,预计其收入同比增23%至1413亿元人民币(下同);其中游戏增13%、社交增8%、金融科技及云增44%、广告增27%,另统计调整后每股盈利3.43元,增10%。
该行表示,第二季公司国内手游流水增12%,主要由《王者荣耀》和《天刀》贡献。而广告收入增长或好过市场预期,微信朋友圈广告位大部分时间增至5个,同时与小程序协同增多,提供多种的广告形式。
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