麥格理：恢復覆蓋騰訊 重申 “跑贏大市” 評級 目標價 455 港元

金十數據
2024.01.08 06:11
金十數據 1 月 8 日訊，麥格理髮表報告表示，恢復覆蓋騰訊 (00700.HK)，重申對該股 “跑贏大市” 評級，目標價 455 港元，此按綜合方式作估值，相當於預測今年市盈率 21 倍，料其 2023 年至 2025 年淨利潤複合增長率 23%。麥格理預期視頻號用户使用將進一步增加，意味廣告業務更多廣告量及錢包占比，但不預期廣告開支增長在今年急速加快，料視頻號收入貢獻在 2026 年達 360 億元人民幣，佔社交廣告收入約兩成。該行相信公司業務生態有未發掘的變現化機遇。
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