野村:料腾讯控股(00700)首季盈利强劲 网上游戏收入或年增15%

智通财经
23 Apr

智通财经APP获悉,野村发布研报称,预计腾讯控股(00700)今年首季盈利强劲,收入与去年持平,预计腾讯首季总收入同比增10%至1760亿元人民币,经调整营业利润同比增19%至700亿元人民币,高出市场预期4%。同时预计,腾讯营业利润率受惠于毛利率的持续扩大,首季或将提高2.8个百分点至39.6%,经调整每股盈利亦年增29%。

报告表示,由于腾讯传统游戏如《王者荣耀》、《和平精英》及《荒野乱斗》的表现强劲,加上近期推出如手游版《地下城与勇士》的贡献,预计腾讯第一季的网络游戏收入可能同比上升15%。另外,野村预测腾讯的网上广告收入同比增长19%,主要受视频账户(VA)广告所带动,其收入占比可能上升至广告分部的20%以上。

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