《大行報告》美銀證券料騰訊(00700.HK)次季經調整淨利潤254億人民幣 回購抵銷部分Prosus減持
美銀證券發表報告,預料騰訊(00700.HK)今年第二季經調整淨利潤254億人民幣,按年減少25%,按季持平,收入按年下跌6%至1,290億元人民幣,反映疫情下的封鎖措施下、雲業務戰略轉變,以及缺乏新遊戲推出。該行認爲,市場廣泛預期宏觀環境對第二季盈利構成的壓力,騰訊的利潤和收入趨勢將在第三季持續改善,因此維持對其2022-2024年每股盈利預測、目標價497港元和「買入」評級。
Prosus以出售其於騰訊29%持股的資金用於回購公司股份。美銀證券表示,Prosus的騰訊持股價值遠高公司回購金額所需。據披露信息,Prosus在6月28日至7月8日期間斥資7.05億美元回購,平均每日支出爲7,800萬美元,相當於騰訊成交額約6.5%;另一方面,騰訊在6月28日至7月14日期間以4.6億美元回購股份,每天回購股份涉資額佔期內成交額3.2%,抵銷部分Prosus的減持騰訊的股份數目。
美銀證券認爲,沒有跡象表明騰訊將在禁止買賣期後會持續多長時間回購股份,但認爲騰訊有足夠的現金和股權投資來應付需要;而Prosus回購的行動可能取決於其相對於資產淨值的折讓。
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