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暂停近两个月后,腾讯最大股东恢复减持,一个月里抛售近8000万股

来源:华尔街见闻

此前,在9月9日至10月28日的一个多月里,南非Naspers集团曾暂停减持腾讯股票,期间腾讯股价仍跌超30%,至2017年初以来最低。截至本周四港股收盘,腾讯股价已较10月28日的阶段低位反弹近40%。

腾讯最大股东南非Naspers集团旗下荷兰子公司Prosus的资产净值报表显示,截至11月23日其持有腾讯控股26.14亿股,约占腾讯总股本的27.3%,但较10月28日上次披露所持的26.93亿股减少了7890万股。

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来自:Prosus官网

这表明,腾讯最大股东已经重新恢复减持腾讯,此前,在9月9日至10月28日的一个多月里,Naspers曾阶段性停止减持腾讯股票,但期间腾讯股价仍跌超30%,至2017年初以来最低。

11月24日,腾讯H股收于280.4港元/股,下跌0.57%,总市值2.69万亿港元,较10月28日的阶段低位反弹近40%。

Naspers是一家跨国上市传媒巨头,创立于1915年。2001年,Naspers控股公司Prosus的子公司MIH以3200万美元价格,买入腾讯46.5%的股权并成为其大股东。

据券商中国统计,投资腾讯至今20年里,Naspers集团已从腾讯身上赚超7000多倍的收益。作为腾讯主要股东,Prosus及Naspers集团曾在2018和2021年进行过两次减持,获得巨大回报。

为了筹集资金回购自身股票以挽救股价,Naspers集团在今年6月打破了“三年不减持腾讯”的承诺,预计每天出售的腾讯股份平均不会超过公司股份之每日平均成交量约3-5%。

9月8日,Nasper公告称出售111.5万股腾讯普通股,持股比例降至27.99%。今年6月27日,Naspers出售了从腾讯分红所得的近1.32亿京东股份,套现近40亿美元。该公司本周还称,考虑在收到以特别股息发放的美团股份后进行出售,可能将套现逾46亿美元。

在重新恢复抛售腾讯持股的同时,Prosus周三公布了截至9月30日的上半财年财报。数据显示,集团半年度营收为165亿美元,同比增长9%;每股收益为1.81美元,与预期相符,较上年同期10美元下降82%,原因是投资成本上升,以及其在腾讯的大量股份的贡献有所减少。

科技公司的寒意已经蔓延。因持有多个科技公司的股份,投资公司Prosus如今问题重重,其股价年内跌幅从6月宣布股票回购前的累跌53%收窄至跌28%。

此外,10月31日有传言称,中信集团正组团与Naspers谈判以收购其持有的全部腾讯股份,不过,该传言后来被双方辟谣。

当时Naspers集团表示,会继续实施于今年6月宣布的股份回购计划,资金来自此前出售腾讯的少量普通股。Naspers董事会和Prosus董事会重申,他们对腾讯的长期前景充满信心,并认为继续回购股份计划最符合集团及其各自股东的利益。

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