8/8/2017-1

Tencent target price “bullfighting” Moko high play 370 put the last 6 days the price of the top ten billion market capitalization of the first 3 trillion

Brokerage industry set off Tencent (00700) “bullfighting” tide intensified, within the month by at least 8 big line to raise the target.

However, the gold of the 364 yuan “the most cattle target” only to maintain the day, that is, the new target of 370 yuan to replace the big, the most optimistic about the situation to look up to 461 yuan, the horse flute high to stimulate Tencent and then break, the market value stabilized 3 Trillion yuan.

According to newspaper statistics, since the beginning of last month so far at least 8 Chinese and foreign brokerage firms to increase the target price Tencent, investment rating is all positive, of which five more turn to refresh the highest target price. Among them, the Bank of China on the 13th to give Tencent 335 yuan on the new target, set off the “bull” prelude, Nomura, Fu Rui and gold relay bullish, the latest Morgan Stanley joined the fighter, the sword Tencent 370 yuan (see Map).

Ali soon surged Ma Yun net worth ahead

Tencent’s highest target price, over the past month, the rate of increase of 10.4%, the potential period of 12% of the potential period of Tencent. Yesterday for Tencent before the last six trading days, the stock high opinion of 321.4 yuan a record high, all day in the 6.8 billion yuan turnover surged 3%, the latest market value rose to 3.04 trillion yuan, the group chairman Ma Huateng home upsurge.

According to “Forbes” list of wealthy, according to the closing price on Friday, Ma has been sitting on the wealth of HK $ 218.1 billion, to about 100 billion difference between Alibaba Chairman Ma. However, Alibaba shares yesterday morning and then rose nearly 3%, Ma net worth again ahead of the “double horse” home match material will compete for some time.

Morgan Stanley analysis, Tencent second quarter hand entertainment revenue can record a record high of 15.8 billion yuan, driving the overall game revenue can grow 45% year on year; its “king of glory” July month water is expected to continue to record high enough Offset the adverse effects of anti-obsessive systems. The bank also expected that WeChat friends circle in the mainland first-tier cities will significantly increase the amount of advertising flow, will make business more resilient ability.

Sub-season hand income income of 15.8 billion yuan

Tencent will be announced next Wednesday (16) quarterly performance, Morgan Stanley estimated its quarterly revenue will grow 54% year on year; net profit is 33% increase, if based on the most optimistic situation (Bull case) forecast, Tencent share price can be on To 461 yuan, to correspond to 2016 to 18 years of 41% compound annual growth rate.

Another foreign bank also raised the target price of Tencent Teng target price of 2% to 327 yuan, to “buy” rating, believe that hand travel business contribution to total revenue will rise to more than 30%, and Tencent cloud business growth, with video And online games in the field of development, the Group continued to grow significantly a major driving force.

Big call to buy Tencent ADR afternoon stable

City, the Hang Seng Index yesterday to close at 27570 points, down 43 points. As at zero this time, Tencent’s ADR is listed at $ 0.6 higher than the Hong Kong market. The overall blue-chip ADR is equivalent to 36 points.

Hong Kong stocks yesterday to close at 27690 points, up 127 points, turnover of 80.2 billion yuan. In addition to Tencent, the silver has also become the leading plate, looking forward to large-scale intra-bank earnings recovery and asset quality improved, Bank of China (03988) yesterday, more than 1 year high; China Construction Bank (00939) from 2015 high only one step away. Huatai Securities financial industry chief analyst Chen Shujin said CCB assets quality than the industry win; Bank of China last year to sell the South Bank to bring the base effect, expected quarterly net profit is expected to significantly increase 17.6%.