《大行報告》花旗:騰訊(00700.HK)入股樂天可達雙贏 目標價上望876元
花旗發表的研究報告指,3月12日樂天公布騰訊(00700.HK)、日本郵政及Walmart將入股,交易完成後騰訊將成第六大股東,而據新聞稿指騰訊自2021年初起已與樂天探討入股,樂天指雙方在數碼娛樂、電商等領域或有潛在合作,期望透過與如騰訊的科技龍頭合作,加強公司的競爭力及勢頭。騰訊總裁劉熾平則指樂天透過其生態系統將優勢由電商拓展至金融科技及數碼內容,期望雙方可在數碼娛樂、電商等層面策略合作,共建互聯網生態系統。
該行認為騰訊策略投資樂天以及雙方潛在業務合作可帶來雙贏局面,相信樂天可學習騰訊在數碼錢包系統、智能零售、小程序方面的成功例子,同時騰訊在數碼娛樂內容特別是遊戲、視頻及體育等強項亦可加強樂天的流動服務。對騰訊而言,策略合作可助增加於日本流動市場的接觸面,同時亦可助了解當地文化及用戶習慣等,有利在日本發行遊戲,此外亦可加大微信支付在當地的滲透,予目標價876元,評級「買入」。(el/u)
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