《大行報告》花旗:騰訊高管進入閱文(00772.HK)管理層 料可為內容爭取更佳貨幣化機會
閱文集團(00772.HK)管理層作出變動,騰訊(00700.HK)副總裁、騰訊影業首席執行官程武出任閱文首席執行官及執行董事,騰訊平台與內容事業群副總裁侯曉楠將出任閱文總裁和執行董事,均為期三年;公司執行董事、聯席首席執行官吳文輝,調任為非執行董事、董事會副主席;執行董事兼聯席首席執行官梁曉東辭任。花旗發表報告表示,閱文集團新管理層均有騰訊公司管理人員,相信可加強閱文知識版權業務領域、鞏固其基本面、加快知識版權業務發展,同時提升閱文與騰訊之關產品及服務連繫,特別在提升業務模式上,包括新科技及工業互聯網。
該行認為,騰訊管理層直接加入閱文集團管理層,相信可更好的管控閱文總體的文學作品,為相關內容爭取更佳的貨幣化變現機會,包括騰訊透過數據內容進行交叉銷售/宣傳,藉微信小程序等。據閱文集團新首席執行官評論,該行估計閱文未來將會進一步擴大免費閱讀業務。
花旗表示,維持對閱文「中性」投資評級及目標價31元。
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