瑞银:维持腾讯“买入”评级 目标价降7.1%至650港元

. 瑞银:维持腾讯(00700)“买入”评级 目标价降7.1%至650港元
智通财经APP获悉,瑞银发布研究报告称,维持腾讯控股 (HK:0700)(00700)“买入”评级,基于监管不确定性,相信投资者暂时采取观望态度。该行下调对公司的预测,以反映相关风险。目标价由700港元下调7.1%至650港元。
报告中称,公司整体手机游戏收入中,中国以外收入占四分之一,第二季增长29%,对其海外游戏业务表现感到鼓舞。此外,小程序取有进展,GMV翻一番。该行认为小程序、短片及搜寻将成为广告业务的主要增长动力。
该行表示,基于监管压力,预计公司下半年的广告及手机游戏收入将减少,下调第三季收入预测2.8%至1464亿元人民币,并下调全年预测1.1%至5774亿元人民币。另预计公司将继续投资游戏及云业务,故下调第三季及全年经调整盈利预测12.2%及1.8%,目前预计今年全年经调整盈利增5.3%。
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