《大行報告》大摩:若騰訊(00700.HK)減持美團-W(03690.HK)釋放隱藏投資價值屬正面 美團股價可能續受壓
大摩發表報告,若騰訊(00700.HK)減持美團-W(03690.HK),將能釋放隱藏投資價值,屬正面事件,收益可用於派特別息或更進取的股份回購。
大摩表示,自騰訊減持京東(09618.HK)以來,騰訊潛在減持一直是美團股價的陰霾,如果騰訊宣布減持股份,預計美團股價將繼續承壓。
大摩認為,騰訊減持美團對其業務營運影響很小,認為其大部分利潤是通過自有生態系統,其與騰訊的合作可能不受影響,情況類似於騰訊在減持京東與其擴展戰略合作。
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