《大行報告》大摩:快手-W(01024.HK)正面臨「上市前」投資者減持風險
摩根士丹利發表報告指,快手-W(01024.HK)遭騰訊(00700.HK)旗下公司Parallel Nebula Investment Limited(PNI)無償派送逾5,100萬股,佔B類股票的1.43%。騰訊表示,是次發行是應部分外部資本夥伴要求而進行。騰訊對與快手的長期前景和合作夥伴關係充滿信心。
該行表示,自騰訊開始減持京東-SW(09618.HK)和美團-W(03690.HK)股票以來,騰訊的潛在撤資一直是一個懸念;快手正面臨「上市前」投資者減持風險。另外,該行預計集團2023至24年收入年均複合增長率介乎約13%至18%。大摩予快手目標價85元,評級「增持」。
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