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《大行報告》大和:騰訊(00700.HK)主要股東擬逐步售股 料短期利淡 但最終售股數或少於前幾年交易
阿思達克 06-27 16:54
騰訊(00700.HK)中午公布主要股東Naspers及其旗下的Prosus宣布開展一項長期、開放式的回購計劃,計劃有序地在場內出售Naspers所持的騰訊股份,從而籌集回購計劃所需資金。Naspers表示,預期每天出售的公司股份數目將佔騰訊股份每日平均成交量的一小部分,若Naspers在過去三個月內在符合歐洲監管限制的前提下執行回購計劃,每天出售的騰訊股份平均不會超過騰訊每日平均成交量約3%至5%。 大和發表報告認為,Naspers及其旗下Prosus計劃出售騰訊股份,相信目的是縮小與其主要資產(騰訊股份)的估值折讓,相關估值折讓自2022年初以來擴大。截至6月24日,Nasper持有的騰訊股份價值1.06萬億港元,而Nasper的市值為8,323億南非蘭特(約4,162億港元),代表折讓達60%。 該行料上述消息雖然短期內令市場對騰訊情緒或構成負面影響,但由於相關方面對騰訊股票處置計劃處動態調整狀態,該行認為Naspers及Prosus最終實際出售的股票可能少於Nasper前幾年進行的大宗交易。(wl/u) ~
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