瑞信：料腾讯Q3净利升30% 目标价683元
© Reuters. 瑞信：料腾讯（00700）Q3净利升30% 目标价683元
智通财经APP获悉，瑞信发表的研究报告指，腾讯控股 (HK:0700)将于11月12日公布第三季业绩，该行料其整体收入将升26%至1224亿元人民币(下同)，而按非国际会计准则计算，净利按年升30%至318亿元。瑞信维持对其盈利预测大致不变，予目标价683元，评级“跑赢大市”。
该行称，公司的手游业务势头维持强劲，相关业务按年增长达47%，主要受惠旗舰游戏表现有弹性，另外上半年的递延收入亦带来额外支撑。在在线广告方面该行料则长将加快至14%，主要受惠社交广告健康增长，而媒体广告跌幅亦显着收窄。金融及商业服务方面该行则料可按年增长29%，而云服务则全面复苏。
该行指出，值得留意的地方包括是手游产品线、需求复苏前景及微信的变现策略等。
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