CICC: Maintains Tencent's "Outperform" rating with a target price of HKD 468

智通財經
2024.08.15 02:34
中金髮布研究報告稱，維持騰訊控股 “跑贏行業” 評級，2024 和 2025 年收入預測不變，由於毛利率提升以及聯營公司盈利提升，上調 2024/2025 Non-IFRS 淨利潤 9% 和 11% 至 2,237/2,556 億元。由於行業估值中樞下調，目標價 468 港元不變。騰訊 2Q24 收入同增 8% 至 1,611 億元，略高於該行預期，基本符合市場預期;Non-IFRS 營業利潤同增 27% 至 584 億元，分別高於該行及市場預期 6.4%/7.0%，主要因 VAS 及 FBS 業務毛利率高於預期。
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