大和:下调腾讯目标价至820港元,评级买入
老虎资讯综合2021-07-19
7月19日讯,大和发表的研究报告指,对腾讯控股来说,监管风险仍然是行业及公司面对的最大风险因素,相信公司希望进一步开放微信生态系统、游戏业务服从法规、审慎处理消费者数据及透过创造业务价值等,帮助缓和监管对其金融业务及核心能力带来的潜在影响。
该行将公司2021-23年经调整盈利预测降0.6至2.5%,重申买入评级,目标价由850港元降至820港元。该行估计公司次季手游收入将按年增17%。而在线上广告方面,该行料次季收入将按年升25%,其中社交广告收入升27%。至于针对苹果的IDFA措施,该行相信对公司广告网络影响可控。
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