华泰金融(HK)：给予腾讯控股(00700.HK)“买入”评级 目标价495.00港元
华泰金融(HK)10月22日发布公告。We forecast Tencent revenue to grow 9.3% yoy in 3Q24, with short-term deceleration. We expect online ads revenue growth to slow down to 16% yoy, as well as a slight sequential drop in DnF Mobile grossing post Sep. We recommend focusing on long-term drivers with key catalysts from: 1) potential launches of HoK World and HoK Breaking Dawn in 2025, for which we expect aggregate monthly grossing around RMB1.5-2.5bn; 2) higher online ad load for Video Accounts, coupled with the integration of Taobao and Tmall with Weixin Pay, boosting CAGR of online ads and commercial payment revenues 3-4% in 25-26. We raise our 24-26 non-GAAP NP forecasts 0.9/1.1/0.5% yoy to RMB216.3/250.3/285.2bn. We raise our SOTP target price from HKD465.35 to HKD495.00. Maintain BUY.
0人
- 每日推荐
- 股票频道
- 要闻频道
- 港股频道
运价指数走高 航运板块三季报净利大增
金银价格联袂创新高
- 原生鸿蒙发布 国产操作系统自主可控
- 踩准节奏，20cm涨停！这家A股公司，拟收购人工麝香酮老字号
- 数据要素持续获政策催化，机构频繁调研11只概念股
- 并购，刷屏
- 两翼齐飞扩内需 “两新”政策成效显著
- 9月全球新能源汽车销量超170万辆 中国市场占比超六成
- 贵金属价格快速攀升 后续还有上涨空间吗
- 6家公司集体公告！第二批回购增持贷款项目落地，上限合计11.49亿元
- 国家队三季度共现身13只个股前十大流通股东
“白名单”项目，广东授信超千亿
苹果手机大降价！记者线下实探
傲基科技通过港交所上市聆讯
李宁三季度零售流水持续下滑
