Guotou Securities International has released a research report stating that TENCENT (00700) possesses robust operating cash flow, sufficient to support its strategic transformation. The report further indicates that profit increments from the company's core businesses are expected to cover the costs associated with AI investments.
The brokerage firm has set a target price of HK$680.00 for the company. This valuation is based on a 15x PE multiple for the estimated value-added services in 2026, a 15x PE for the advertising business, an 8x PS for the fintech and cloud services segment, and a valuation coefficient of 0.9x. This target price corresponds to estimated PE ratios of 18.9x for 2026 and 16.0x for 2027, representing a potential upside of 47.8% from the recent closing price. Consequently, the firm maintains its "Buy" rating on the stock.
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