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《大行報告》花旗:騰訊(00700.HK)實物分派美團(03690.HK)持股涉1,590億元 顯示對股東回報承諾
花旗發表報告表示,騰訊(00700.HK)昨發布2022年第三季度財報外,同時宣布將向股東派發9.581億股美團(03690.HK)B類普通股,相當於1,590億港元,股權登記日為2023年1月10日,並於2023年3月24日支付。騰訊總裁劉熾平將從美團董事會退任,雖然該行原預計騰訊將會在未來某個時間進行分派美團股票,但今次公告發佈時間比該行預期的要早。 按騰訊對美團持有17%股權,公司分派約90.9%,即佔美團總已發行股份的約15.5%。該行認為,接近實際派發日時,美團點評的股票可能會出現供應過剩,該行預計一些投資者可能會決定通過拋售收到的股票來鎖定收益。儘管如此,該行認為騰訊此舉並不表示對美團的基本增長前景有任何擔憂;反而印證美團的行業地位和紮實的營運能力。 花旗表示維持對美團「買入」評級及目標價200元。由於分配日期要到明年才實行,這表明騰訊可能將分配視為2023年而非2022年股東回報的一部分,而騰訊希望重申其對股東回報的承諾,美團可能是騰訊投資組合中最強大的持股之一。(wl/k) ~
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