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《大行報告》野村:騰訊(00700.HK)可以考慮繼續回購 或縮減投資組合套現獲利
野村發表研究報告指,騰訊(00700.HK)(TCEHY.US)主要股東Naspers及其旗下Prosus宣布,計劃進行回購,並擬通過出售其持有的騰訊股份來為回購計劃提供資金,預期每日有序減持一少部分騰訊股票。 該行表示,任何大股東減持消息都通常會抑制市場情緒,就騰訊而言,Prosus於2021年曾承諾未來三年內不會再減持騰訊,加上現時未有明確透露實際擬出售股份數量,因此認為此輪減持較普通內部人士拋售股份來得更加負面。受消息影響,野村預計騰訊股價近期將受壓。 不過野村預期,騰訊可以考慮繼續回購股票,以部分抵銷Prosus減持的影響,甚至可以效仿Prosus,透過出售投資組合獲利。 Naspers同時宣布已完成處置騰訊分派的京東(09618.HK)(JS.US)股份,根據估算,Prosus目前亦於攜程(09961.HK)(TCOM.US)有持股,但由於目前投資賬面損失超過40%,認為Prosus短期內不太可能出售其投資。
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