Tony特别帅
2019-03-18
#最强毒奶王# [邪恶]我选第一个选项。朋友圈天天给我推玛莎拉蒂香奈儿,也不管我买不买的起。一看就是广告金主太有钱了,匹配都懒得匹,全员撒网。$腾讯控股(00700)$
@小虎活动:
【投票有奖】腾讯财报大竞猜!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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3dec0aa8
2019-03-18
3dec0aa8
$联合健康(UNH)$ 的分红为什麼还沒到账?
Tony特别帅
:
唉,那就只能,打电话给客服查一下了。。
3dec0aa8
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Tony特别帅
:
3月8号!
Tony特别帅
:
几天了?我记得好像3个交易日
什么也没有了~
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[邪恶]我选第一个选项。朋友圈天天给我推玛莎拉蒂香奈儿,也不管我买不买的起。一看就是广告金主太有钱了,匹配都懒得匹,全员撒网。$腾讯控股(00700)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/431976","repostId":431870,"repostType":1,"repost":{"magic":2,"id":431870,"tweetId":"431870","gmtCreate":1552887174051,"gmtModify":1704793371469,"author":{"id":36984908995200,"authorId":36984908995200,"authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","vip":4,"userType":4,"introduction":"关注我,了解更多社区活动,一起薅虎毛","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"75f32c657826410f8caa72b796d3f258","categoryId":"d3c66e9d6c224ba082ca76ee654847ca","name":"老虎财报季2020","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":75f32c657826410f8caa72b796d3f258}&rnconfig={\"headerBarHidden\": 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src=\"https://static.tigerbbs.com/4e5c5dfa59becd3e610be85a591c2982\"></p> <p><b>回顾上季度财报</b></p> <p>腾讯三季度总收入为 805.95 亿元,同比增长 24%,环比增长 9.4%,基本符合一致预期。其中,增值服务收入同比增长 4.6%至 440.49 亿元,占总收入的 55%;网络广告收入同比增长 47%至 162.47 亿元,占总收入的20%;其他业务收入同比增长 69%至 202.99 亿元,占总收入的 25%。</p> <p><img src=\"https://static.tigerbbs.com/81ca0dc47f8b8514ed47861b5b805a04\"></p> <p>Non-GAAP 归属净利润为人民币 197.10 亿元,同比增15%,略高于一致预期 194.66 亿元(+14.04%yoy)。净利润率从去年同期的 28%上升至 29%。毛利率为 44.0%,同比下滑 4.6%。</p> <p>当季增值服务收入方面,游戏收入仍是中流砥柱,增长进入低速缓慢阶段。</p> <p><img src=\"https://static.tigerbbs.com/ad174344063337a5007a6f2b8c0670f8\"></p> <p>广告业务收入增速明显回升,成为三季度最大亮点。</p> <p><img src=\"https://static.tigerbbs.com/258a5d055f75a8f5e780b4efbd52b887\"></p> <p><b>展望本季度</b></p> <p>彭博预计腾讯四季度营收833.78亿元,调整后净利润185.78亿元。</p> <p><img src=\"https://static.tigerbbs.com/6cbe52a13bb1fd2a3671063c95f0f5ca\"></p> <p>财报前今日,交银国际打call腾讯目上调标价,由366升至408元,维持买入评级。交银国际指,由于游戏政策相比18年略有宽松,故上调2019年游戏业务市盈率至16倍(仍低于行业平均的21倍),目标价则由366港元,上调一成至403港元,对应40倍╱35倍2019╱20年市盈率,维持“买入”评级。</p> 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彭博预计腾讯四季度营收833.78亿元,调整后净利润185.78亿元。 财报前今日,交银国际打call腾讯目上调标价,由366升至408元,维持买入评级。交银国际指,由于游戏政策相比18年略有宽松,故上调2019年游戏业务市盈率至16倍(仍低于行业平均的21倍),目标价则由366港元,上调一成至403港元,对应40倍╱35倍2019╱20年市盈率,维持“买入”评级。 而两周前腾讯大涨时,国金证券也有发布研报称腾讯“长期战略地位稳固,但市场预期和估值偏高”,下调评级为“中性”。观点在于,2019 年腾讯主营业务面临着压力:虽然《王者荣耀》的收入居高不下,但是缺乏手游爆款新品,《刺激战场》短期内也难以获得版号;关键问题不仅在于监管,也在于经济:腾讯面临的问题有一部分来自监管,例如游戏版号控制、互联网金融监管趋严;还有一部分来自宏观经济。 港股今天升逾300点突破29300创约9个月高位,腾讯亦涨超2%至367港币。 虎友们怎么看腾讯本季财报后走势?戳下面参与投票竞猜,成功预测将会获得虎妞拼手气红包↓ ↓ (说明:本次投票获奖名单将以@+人名 的形式于下一周公布,由于红包为限时红包,因此请大家不要关闭消息通知哦) #每周猜涨跌# 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