騰訊要分派快手了?9年投資已豪賺200億!
騰訊旗下公司應外部合夥人要求以實物形式向其無償分配$快手-W(01024.HK)$股份,涉及5115萬股,今日快手低開低走,跌幅擴大至4%。背後發生了什麼?
根據港交所披露易,4月13日,騰訊在快手的持股比例從20.46%降至19.02%(B類股),減持5115萬股,但是卻沒有標明股價。一時間,市場紛紛猜測,繼分派京東、美團後,騰訊要減持快手了嗎?
根據快手2022年中期財報,騰訊通過多個實體控制17.054%快手股份,持股7.3億股,爲公司最大機構股東。本次減少後,騰訊持股降至6.79億股,持股降至15.67%(目前公司有7.66億A類股,35.09億B類股)
對於本次持股減少,以前也發生過相似案例,由於成交價爲零,一般涉及到捐贈或者轉讓,以及其它相關的購股權分配問題。此前無論是雷軍、林斌還是王興、宿華都曾做過股份捐贈,就在3月31日,快手根據首次公開發售後購股權計劃向程一笑授出1300萬購股權,當時同樣沒有價格。
所以,騰訊本次股份減少,自然不是平常意義上的減持。那騰訊股份爲何會減少呢?根據補充資料,騰訊旗下公司應外部合夥人要求以實物形式向其無償分配快手股份,涉及5115萬股。除了這部分分派股份,騰訊自身持股沒有發生變化。
可能大家還是不明白騰訊到底減持了還是沒減持,分派還是沒分派?其實本次分派是騰訊旗下PNI中的LP到期,應資本合夥人要求對其進行的股份分派,非騰訊主動分派。
資本市場瑟瑟發抖,繼京東、美團之後,騰訊會將手中6.79億股快手股份再度分派嗎?按目前51.7港元計算,這部分價值350億港元。
2021年12月23日,騰訊宣佈將以中期派息方式,把所持有約4.6億股京東股權發放給股東。派息後,騰訊對京東持股比例將由17%降至2.3%,不再爲第一大股東,同時騰訊總裁劉熾平將卸任京東董事。
2022年11月16日盤後,騰訊在三季報中宣佈其將以實物分派的方式,分派持有的9.58億股美團B類股票,2023年3月34日正式分派完畢,分派後持股降至1.7%。
根據騰訊投資情況,騰訊總投資23.37億美元,目前浮盈24.58億美元,投資近9年,已經實現翻倍投資,淨賺近200億港元。有香港券商人士表示,騰訊已經賺了很多,不排除有主動分派的需求。
不過,騰訊公司則表示,騰訊自身並沒有減少在快手的持股,主要是應外部夥伴要求。
也有分析認爲,抖音財報已經完全趕超騰訊,快手對騰訊相當重要,決戰短視頻的當下,騰訊藉助投資快手一定程度上或許對抖音形成了制衡。
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