交银国际：维持腾讯控股“买入”评级 目标价降至652港元
交银国际：维持腾讯控股(00700)“买入”评级 目标价降至652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，目标价由690港元下调5.5%至652港元，现价相当于2022年核心业务市盈率12倍，估值吸引，微信视频号变现后，收入有上调空间。
报告中称，集团今年重点关注视频号直播变现能力及中小商户支持，与短视频直播带货或直播打赏月度用户渗透率约10%比较，微信生态潜在变现空间大。同时，集团的海外游戏收入贡献仍有上升空间，预计到2023年对游戏收入贡献或增至24%。此外，对于减持关联公司，对腾讯股价仅有短期影响，各层面的业务合作仍将维持，减持对腾讯2022年利润影响估计低于5%。
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