彭博:火巖控股(1909.HK)有望成為Sea之外的另一隻科技板塊潛力股
格隆匯9月9日丨以新加坡為基地的科技平台巨企Sea(SE.US)集新興遊戲、電子商務,以及數碼金融等業務於一身,被市場稱為“東南亞小騰訊”,自去年以來股價也出現了一波凌厲漲勢。而彭博新聞社最新卻表示,港股上巿的火巖控股(1909.HK)與Sea的生意模式接近,特別是在遊戲業務方面,以及加上數碼金融業務,火巖有望成為Sea之外的另一隻科技板塊潛力股。
彭博文章指出:
火巖持續發展優質遊戲,以及研發新手機遊戲,其網遊業務為收入帶來強勁增長,另外,公司亦持續擴展海外自家遊戲,令海外收入亦有不俗增長。
數碼金融方面,旗下的電子貨幣包已成為東南亞為人熟識的手機應用程序;另外,公司還與一站式移動支付解決方案和數字銀行解決方案提供商FOMO Pay合作,共同研發基於區塊鏈技術的電子支付服務,便利遊戲開發商以多元方式向玩家銷售遊戲虛擬道具,增加遊戲開發商收入,亦使玩家可透過區塊鏈技術以更平宜更快捷的方式為遊戲充值及進行遊戲虛擬道具交易。
彭博維持對火巖看好的展望,新巿場及新興數碼經濟將為火巖下一個十年提供增長動力。
火巖控股(1909.HK)今日盤中逆勢上漲超6%。
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