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回应质疑+回购股份 天鸽互动回击做空机构

2017-08-31 07:36:43   中国经济网

8月中旬,港交所上市公司天鸽互动(01980.HK)突然遭遇做空机构Emerson Analytics狙击。对此,天鸽互动CEO傅政军日前在接受中国证券报记者专访时对做空报告进行了一一回击,同时,在公布了6亿港元的回购计划后,8月28日,天鸽互动已耗资逾2000万港币,对冲做空。另外,公司还于日前公布了靓丽的中期业绩,从实际行动上对做空报告进行了回击。

一一回应做空报告

对于Emerson Analytics的做空报告,天鸽互动CEO傅政军在接受中国证券报记者专访时一一进行了回应。

对于做空报告中称天鸽互动分销商的收入不支持集团公布2016年的业绩,傅政军表示,“做空报告所指六家分销商其中三家包括所谓最大分销商海象,并非集团的分销商。集团的分销模式是在多年经营积累形成的,真实存在并得到市场认可。目前天鸽运作多达10个视频社区,包括5个移动APP、5个PC端。做空报告使用不实信息进行指控属于混淆视听。”

傅政军指出,做空报告还不专业地使用了6.cn的业务与公司业务进行对比,“公司已获艾瑞书面确认,2013年6.cn以网页端为主,9158和新浪秀则以其客户端软件为主。由于客户端软件需要独立下载、安装,而网页端产品不需要注册,访问方便,更容易获得浏览用户数激增。因此将网页端和客户端软件用户渗透率直接比较并不能反映用户特别是付费用户的真实需求,上述两种模式直接对比不具有合理性。”

同时,傅政军认为,做空报告还用不恰当的对比得出引人误解的指控,还错误理解招股书中披露的支付模式,也不熟悉天鸽业务发展趋势,并不合理地以错误假设计算带宽费用。“Emerson没有联络也没有造访集团董事会及高级管理层,以核实该报告所提述的任何资料。截至2016年12月31日的6个年度的所有综合财务报表,皆经集团核数师罗兵咸永道会计师事务所审核,并无撤回或修订。”

另外,天鸽互动还宣布计划回购最多价值6亿港元股份。此前的6月1日,天鸽互动还曾宣布回购不超过天鸽已发行股份10%的股份。8月28日,天鸽互动公告称,公司以每股5.18-5.34港元回购400万股,占已发行股份0.30559%,耗资2102.06万港元。

“移动+PC”策略显露成效

除了通过公开回应和回购股份的方式反击做空机构,天鸽互动日前公布的中期业绩也对做空机构进行了反击。报告显示,今年上半年,公司实现营收5亿元人民币,同比增长42.6%,其中来自在线互动娱乐收入达4.2亿元,同比增长36.0%;经调整纯利为2.1亿元,同比增118.4%,公司毛利率依旧维持较高水平并攀升至85.6%,同比增加13.4个百分点;经调整后EBITDA同比增长102.9%至2.6亿元。

同时,天鸽互动注册用户稳步上升至3.52亿户。今年第二季度,公司月活跃用户(MAUs)2657.7万人,同比增长42.8%;其中移动端月活跃用户由去年同期37.7%显著提升至62.3%。同时,得益于“喵播”等移动直播产品的成功带动,公司主播数目同比增长44.2%至11.6万人;直播房间数目同比增24.4%至约7万间。

公司表示,通过不断提升和优化核心直播产品“喵播”、“9158直播”,公司为用户提供全面的“互动+陪伴”娱乐体验,通过深化“移动+PC”双轮驱动策略,使得用户规模得到显著提升。公司还于年初在直播平台上线短视频板块,帮助主播更好地展示宣传自我,同时与其他平台产生协同效应完善直播平台,构建社交生态圈。

傅政军表示,以“移动+PC”直播为核心业务的天鸽互动,将协同社交手游业务和相关广告系统,以及基于大数据、智能风控系统等金融科技服务在未来给公司业绩带来可期的业绩贡献,扩大公司的基础收入,构筑有天鸽特色的“直播+”生态体系。

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