《大行報告》高盛維持確信買入京東(09618.HK)及騰訊(00700.HK)
高盛發表研究報告指,騰訊(00700.HK)(TCEHY.US)主要股東Naspers及其旗下Prosus宣布將有序出售所持騰訊股份,以籌集回購計劃所需資金,同時Naspers宣布已完成出售從騰訊獲得的京東(09618.HK)(JD.US)股份,套現約36.7億美元。
該行認為,Naspers完成處置京東股份可能有助於消除京東股份的潛在拖累因素,而鑑於Naspers只計劃每天出售一小部分騰訊股份,平均不會超過騰訊每日平均成交量約3%至5%,相信減持影響可控,並預期騰訊自家回購亦可以部分抵銷影響。
高盛又指,騰訊日前舉行年度旗艦遊戲大會「騰訊Spark 2022」,發布了來自40款新遊戲及現有遊戲的最新消息,會上亦特別提到騰訊遊戲的企業和社會責任。高盛維持對騰訊及京東的「買入」評級,續列確信買入名單,H股目標價分別為559元及382元。
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