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高盛分析师预测腾讯
[版面:股海弄潮][首篇作者:Portfolio6] , 2018年05月15日08:46:16 ,1842次阅读,2次回复
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Portfolio6
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发信人: Portfolio6 ($)^^大虫晚成^^(), 信区: Stock
标  题: 高盛分析师预测腾讯
发信站: BBS 未名空间站 (Tue May 15 08:46:16 2018, 美东)


Piyush Mubayi
Ronald Keung, CFA
Bill Liu, CFA
Wendy Chen

"We forecast Tencent will post Rmb73.1bn/Rmb20.3bn revenue/non-GAAP net
income for the quarter, +48%/+43% yoy."

"Our new 2018E/19E total revenue and non-GAAP net income estimates are
Rmb336.1bn/Rmb460.9bn and Rmb89.3bn/Rmb119.4bn, 0%/+2% and -1%/+2% from our
prior estimates, as we see

1) slower growth rates on both PC and mobile games, as both struggle with
the base effect and new games monetization takes time;

2) pressure from competition in early stage of growth for both payments and
video and

3) gradual acceleration in advertising revenue."

"We introduce our 2020E total revenue at Rmb614.0bn and non-GAAP diluted EPS
at Rmb16.04."

"We update our estimates on WeBank and Tencent Music, valuing them at US$9.
6bn and US$19.5bn while forecasting Rmb12.5bn and Rmb8.8bn in 2018E revenue
respectively. Our 12m forward SOTP-based target price stays at HK$535,
implying 36% upside. Maintain Buy."

Key Risk: Slower gaming growth, competition in P4P advertising, intensified
competition in the video industry."
--
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Portfolio6
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我的博客
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发信人: Portfolio6 ($)^^大虫晚成^^(), 信区: Stock
标  题: Re: 高盛分析师预测腾讯
发信站: BBS 未名空间站 (Tue May 15 09:27:15 2018, 美东)

Tencent Shares Suddenly Lose $17 Billion One Day Before Earnings
By Sofia Horta E Costa
May 15, 2018, 4:23 AM EDT

Tencent Holdings Ltd. is back below HK$400 as investors await its quarterly
earnings.

The shares slumped 3.4 percent on Tuesday for the biggest drag on the Hang
Seng Index, taking its losses since a record in January to $95 billion.

Analysts predict the Chinese Internet giant will probably report its lowest
profitability since at least 2003 after the close of trading on Wednesday.
--
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