【大行评级|麦格理:上调腾讯目标价至676港元 上调今明两年盈利预测】麦格理发表报告指,料腾讯在游戏业务的优势和广告钱包的市占率将为今年首季的健康展望提供支持,料期内的经调整纯利增长按年24%至621亿元。公司积极将人工智能融入至其生态圈,改善的广告科技带动更好的转化率及支持进一步套现。该行指,相信公司改善的成本结构将继续提高整体毛利,上调今明两年的盈利预测分别3%及2%,将目标价由651港元上调至676港元,维持“跑赢大市”评级。

金融界
11 Apr
麦格理发表报告指,料腾讯在游戏业务的优势和广告钱包的市占率将为今年首季的健康展望提供支持,料期内的经调整纯利增长按年24%至621亿元。公司积极将人工智能融入至其生态圈,改善的广告科技带动更好的转化率及支持进一步套现。该行指,相信公司改善的成本结构将继续提高整体毛利,上调今明两年的盈利预测分别3%及2%,将目标价由651港元上调至676港元,维持“跑赢大市”评级。

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