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一表列出券商料騰訊(00700.HK)主要股權投資預測
市傳騰訊(00700.HK)計劃作出重大戰略調整並提出一個「軟目標」,冀今年能剝離880億美元的上市股票投資組合中的約145億美元(約1,000億元人民幣),報道指由於美團業績強勁,美團並非優先出售選項,但減持亦有可能有助減輕反壟斷監管機構對騰訊的壓力。 據摩根士丹利於上月16日曾發表報告,列出了騰訊主要股權投資及估值預測(按8月當時估值估算): 騰訊主要股權投資預測: 股份│騰訊持股│料持股估值(按8月中估算)│相當騰訊每股估值(按8月中估算) 美團-W(03690.HK)│17%│242.84億美元│20港元 拼多多(PDD.US)│15.5%│100.2億美元│8.2港元 SEA│18.6%│93.67億美元│7.7港元 快手-W(01024.HK)│21.1%│86.75億美元│7.1港元 蔚來-SW(09866.HK)│9.8%│34.87億美元│2.9港元 貝殼-W (02423.HK)│11.5%│23.08億美元│1.9港元 京東-SW(09618.HK)│2.3%│20.61億美元│1.7港元 Kakao│5.9%│16.24億美元│1.3港元 嗶哩嗶哩-SW(09626.HK)│11.2%│11.06億美元│0.9港元 同程旅行(00780.HK)│21.5%│10.01億美元│0.8港元 DIDI│6.5%│9.09億美元│0.7港元 Netmarble│17.5%│7.57億美元│0.6港元 唯品會(VIPS.US)│9.8%│5.73億美元│0.5港元 Kakao bank│1.6%│1.93億美元│0.2港元 ------------------------------------------------------------------ 合共│-│663.63億美元│54.8港元
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