Amazon.com, Inc. (NASDAQ: AMZN), Facebook, Inc. (NASDAQ: FB) – TikTok analyst says ‘the writing is on the wall’, the sale is imminent



The offers for TikTok have arrived and ByteDance seems to have realized that “the writing is on the wall,” meaning a sale may be the only option with an executive order from US President Donald Trump, according to Wedbush.

The TikTok Sales Analyst: Daniel Ives said Microsoft Corporation (NASDAQ: MSFT) and Walmart Inc (NYSE: WMT) have a 90% chance of winning the trade.

The takeaways from the TikTok sale: While deal negotiations are likely complex, given several technology and data privacy issues to be resolved, Microsoft appears to be the “world’s one true white knight,” Ives said in a Friday memo. (See his record here.)

The giants of FAANG technology – Facebook, Inc. (NASDAQ: FB), Amazon.com, Inc. (NASDAQ: AMZN), Apple Inc. (ASDAQ: AAPL), Netflix Inc (NASDAQ: NFLX) and Google parent Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG) – are grappling with regulatory concerns, the analyst said.

Microsoft, not Oracle Corporation (NYSE: ORCL), appears to be the only pillar of American technology “with the treasure chest, infrastructure, and distribution to make a deal like this,” given the complex politics involved and the high price tag, has he declared.

Microsoft’s decision to buy TikTok is a good one, as its valuation could rise from $ 35 billion to $ 40 billion today to almost $ 200 billion in a few years “if we navigate the right way,” Ives said.

Walmart came into Microsoft’s offering late, but it’s the “missing piece of the puzzle,” given TikTok’s potential e-commerce and advertising capabilities, the analyst said. This could cement Microsoft’s victory in the acquisition process, he said.

Related links:

Kevin Mayer, CEO of TikTok, resigns, says US pressure for sale led to decision

TikTok sale seems imminent as Microsoft partners with Walmart, Oracle finalizes offer

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