郭思治: 第一視頻(00082.HK)線上線下構建體育娛樂與博彩模式
香港股票分析師協會副主席郭思治稱,近年,第一視頻(00082.HK)以「線上付費平台+線下新零售」為新業務模式,成為中國體育彩票及娛樂服務的龍頭企業。集團的策略是線上以瘋狂紅單APP累積粉絲,線下透過實體專營店、連鎖便利店打造用戶黏性及銷售基礎。收入模式按體育彩票銷售總額收取服務佣金及與便利店分成,成為集團可觀的收入來源。
單以瘋狂紅單APP來說,可透過足球、籃球等體育賽事的分析、預測、投注率、賽事動態,向20多家大流量的體育資訊平台提供專家分析內容。收入模式主要來自與管道合作方的分成,此外亦提供會員制、單篇內容購買、專家訂閱、音視頻形式的付費推薦等。
集團從今年起開展了體彩銷售新零售的計劃,提供龐大的現金流,計劃除了進駐45間智慧特許經營店,也計劃在全國15,000間便利店安裝體彩終端機。現獲得地方體育彩票管理中心審批的省市達9個,已獲審批店舖總數逾800家,未來將加快在全國超過15,000個網點安裝體彩終端機。
今年上半年,集團體育及彩票相關業務收入,較同期增長52.9%至1.45億港元,並錄得毛利6,170萬港元。未來兩年全球陸續舉行包括歐國盃、東京奧運及卡塔爾世界盃等國際賽事,提供第一視頻的增長動力,股價近日逐步上升,看好的投資者可趁機買入。
(筆者為證監會持牌人)~
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