《大行報告》花旗:騰訊(00700.HK)入股日遊戲商可達雙贏 料其續進行投資以獲取優質遊戲內容及人才
花旗發表報告表示,就日本角川集團(KADOKAWA)公布,旗下子公司FromSoftware擬透過配股方式,引入騰訊(00700.HK)旗下遊戲子公司Sixjoy及索尼(SONY.US)附屬索尼互動娛樂(SIE)作為股東。涉及發行3,179股普通股,集資近364億日圓(約2.6億美元),相信此次交易對各方來說是雙贏的,讓FromSoftware能夠獲得未來遊戲開發和發行的資金,同時使騰訊能夠擴大與世界級海外工作室的合作夥伴關係,並以優質資產豐富其投資組合。
該行認為,聯合投資表明這三家公司可能會加深各方在動漫和遊戲領域的戰略聯盟。騰訊和FromSoftware可以利用其紮實的開發專業知識,以及騰訊的遊戲發行經驗和移動專業知識,探索AAA級遊戲開發、IP合作及全球發行。
在內地遊戲前景放緩的情況下,該行認為,如果未來其他全球遊戲工作室出現投資機會,騰訊將保持開放態度。 維持對其「買入」投資評級及目標價468港元。
花旗相信騰訊將繼續進行合理的投資,以獲取優質的遊戲內容和人才,並深化與全球頂級工作室的合作,以加強其在海外市場的投資和佈局。
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