《大行报告》麦格理料腾讯(00700.HK)小程序去年成交额已超拼多多 料今年或录三位数增长
麦格理发表报告表示,近日出席了腾讯(00700.HK)旗下微信20201年公开课,阐述了微信小程序生态圈、小程序游戏、微信支付及「视频号」,公司今年将量化微信关键绩效指标(KPIs),料小程序
商用化规模将持续扩大,而今年小程序变现非公司目前目标,而腾讯重视在线商务活动中的影响力及将不断增强,股票的长期叙述,可提升公司长期价值。
该行重申对腾讯「跑赢大市」评级及目标价846元,料公司受惠网游业务,估计其公布去年第四季业绩强劲,可成股价催化剂。
麦格理估计,腾讯旗下微信小程序去年总成交总额(GMV)达1.8万亿人民币,按年升122%,料较同业拼多多(PDD.US)去年GMV的1.6万亿人民币要多;该行料微信小程序日活跃用户(DAU)的平均支出按年升67%。而包裹追纵(用於实物商品)的基本服务在微信店仍未实施;若该功能有望在2021年落实,此功能应有助於提高用户信任度和可靠性,进一步扩大相关规模,相关业务今年若录三位数字增长,该行将不会感到惊讶。
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