《大行报告》花旗:腾讯(00700.HK)入股乐天可达双赢 目标价上望876元
花旗发表的研究报告指,3月12日乐天公布腾讯(00700.HK)、日本邮政及Walmart将入股,交易完成後腾讯将成第六大股东,而据新闻稿指腾讯自2021年初起已与乐天探讨入股,乐天指双方在数码娱乐、电商等领域或有潜在合作,期望透过与如腾讯的科技龙头合作,加强公司的竞争力及势头。腾讯总裁刘炽平则指乐天透过其生态系统将优势由电商拓展至金融科技及数码内容,期望双方可在数码娱乐、电商等层面策略合作,共建互联网生态系统。
该行认为腾讯策略投资乐天以及双方潜在业务合作可带来双赢局面,相信乐天可学习腾讯在数码钱包系统、智能零售、小程序方面的成功例子,同时腾讯在数码娱乐内容特别是游戏、视频及体育等强项亦可加强乐天的流动服务。对腾讯而言,策略合作可助增加於日本流动市场的接触面,同时亦可助了解当地文化及用户习惯等,有利在日本发行游戏,此外亦可加大微信支付在当地的渗透,予目标价876元,评级「买入」。(el/u)
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