《大行報告》野村:騰訊(00700.HK)今年來已累斥16億美元作股份回購 料出售上市投資只屬「何時」問題
野村發表報告表示,投資者對內地科網行業下半年將關注四項因素,其中一項因素是留意騰訊(00700.HK)會否出售其上市投資組合的股票資產(截至第二季所投資的上市公司資產共900億美元),根據騰訊管理層在近期電話會議中的語氣,該行認爲騰訊出售相關資產僅是何時(when)的問題,而非會否出售的問題。
該行指,騰訊今年加大了股票回購金額,指公司截至本週一(5日)止今年以來已累計斥16億美元(約125.59億港元)進行股份回購,對比2021年僅3.3億美元。爲了爲其回購和新的戰略投資提供資金,該行認爲騰訊或會考慮一次性減持其所持有多個其所投資上市公司的股份資產,以確保獲得足夠的資金。
此外,對於內地網遊業務方面,雖然當局4月恢復了新遊戲的審批,但在發放新遊戲許可證方面仍然很嚴格,這可能會刺激中國遊戲公司加大對海外市場的投資,以促進其業務增長。而該行亦認爲內地當局對大型遊戲營運商並無偏見。因此,該行預計內地兩家網戲巨頭-騰訊及網易-S(09999.HK)將在不久的將來獲得遊戲授權。
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