《大行報告》麥格理料騰訊(00700.HK)小程序去年成交額已超拼多多 料今年或錄三位數增長
麥格理發表報告表示,近日出席了騰訊(00700.HK)旗下微信20201年公開課,闡述了微信小程序生態圈、小程序遊戲、微信支付及「視頻號」,公司今年將量化微信關鍵績效指標(KPIs),料小程序
商用化規模將持續擴大,而今年小程序變現非公司目前目標,而騰訊重視在線商務活動中的影響力及將不斷增強,股票的長期敘述,可提升公司長期價值。
該行重申對騰訊「跑贏大市」評級及目標價846元,料公司受惠網遊業務,估計其公布去年第四季業績強勁,可成股價催化劑。
麥格理估計,騰訊旗下微信小程序去年總成交總額(GMV)達1.8萬億人民幣,按年升122%,料較同業拼多多(PDD.US)去年GMV的1.6萬億人民幣要多;該行料微信小程序日活躍用戶(DAU)的平均支出按年升67%。而包裹追縱(用於實物商品)的基本服務在微信店仍未實施;若該功能有望在2021年落實,此功能應有助於提高用戶信任度和可靠性,進一步擴大相關規模,相關業務今年若錄三位數字增長,該行將不會感到驚訝。
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