抽一堆大肉签
2022-09-04
这篇文章不错,转发给大家看
@捷克Jack:
腾讯大股东的减持进展如何了?
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true}","description":"时隔一年,腾讯大股东Naspers集团因回购而再次发起对腾讯的减持。消息发布后,腾讯股价跳水转跌,你怎么看?","image":"https://static.tigerbbs.com/4a71648407faebc945e89be9485ad875"}],"images":[{"img":"https://static.tigerbbs.com/6bc85d023f85afa3bba2ac27a4b64465","width":"-1","height":"-1"}],"coverImages":[{"img":"https://static.tigerbbs.com/6bc85d023f85afa3bba2ac27a4b64465","width":"-1","height":"-1"}],"title":"腾讯大股东的减持进展如何了?","extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 在二季度财报之后,便再次开启了回购。虽然此前刘炽平在电话会上表示“今后并不依赖回购”支持股价,但是面对大股东<a href=\"https://laohu8.com/S/NPSNY\">$Naspers(腾讯南非大股东)(NPSNY)$</a> 的二级市场抛售,腾讯身体还是非常诚实的。</p><p>财报前,腾讯每日回购金额大约3亿港元,而财报后的每日回购达到了3.5亿港元,年初至8月底的回购股数达到了3642万股,占总股本的0.3%。</p><p><img src=\"https://static.tigerbbs.com/6bc85d023f85afa3bba2ac27a4b64465\" tg-width=\"-1\" tg-height=\"-1\"></p><p>以刚刚过去的8月22-26日当周来看,腾讯总回购总金额达到了17.58亿港元,而同时,Naspers在荷兰回购<a href=\"https://laohu8.com/S/PROSY\">$Prosus NV(PROSY)$</a> 共323万股,总金额超过2.08亿美元,与腾讯的回购金额大致相等。</p><p>意味着,腾讯在出这笔回购的钱。</p><p>幸亏现在我不是腾讯股东,要不然我一定坚决反对。</p><p>不过眼下更需要关注的:</p><p><b>一、Naspers(或者Prosus)的折价还有多少?</b></p><p>今年3月31日,Prosus的市值为1081亿美元,同时的净资产(NAV)为1704亿美元,折价为36.5%</p><p>8月31日,Prosus的市值为1237.9亿美元,同时净资产为1530亿美元,折价为19.2%。这此前减少了17%的折价,如果真的按照这个速度,再减持2-3个月就可以抹平折价。</p><p>但是,7月6日收盘Prosus的净资产为1615亿美元,而PRX二级市场给的市值只有1376亿美元,当时的折价率为14.8%,因此实际情况是,Naspers的回购并没有给二级市场带来信心,市场愿意一直保持折价。</p><p>这就给大股东对腾讯的减持带来更大的阴影。</p><p><b>二、什么时候公告减持?</b></p><p>目前prosus持有腾讯约27.7亿股,占比约28.76%,若持股比例降至28%(整数位)以下才需要公告,因此目前Prosus的持股比例变动还不到需要公告的程度</p><p>Prosus官网上的净值信息页面显示腾讯的持仓量是27.69亿股,也是没到需要披露的程度。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 在二季度财报之后,便再次开启了回购。虽然此前刘炽平在电话会上表示“今后并不依赖回购”支持股价,但是面对大股东<a href=\"https://laohu8.com/S/NPSNY\">$Naspers(腾讯南非大股东)(NPSNY)$</a> 的二级市场抛售,腾讯身体还是非常诚实的。</p><p>财报前,腾讯每日回购金额大约3亿港元,而财报后的每日回购达到了3.5亿港元,年初至8月底的回购股数达到了3642万股,占总股本的0.3%。</p><p><img src=\"https://static.tigerbbs.com/6bc85d023f85afa3bba2ac27a4b64465\" tg-width=\"-1\" tg-height=\"-1\"></p><p>以刚刚过去的8月22-26日当周来看,腾讯总回购总金额达到了17.58亿港元,而同时,Naspers在荷兰回购<a href=\"https://laohu8.com/S/PROSY\">$Prosus NV(PROSY)$</a> 共323万股,总金额超过2.08亿美元,与腾讯的回购金额大致相等。</p><p>意味着,腾讯在出这笔回购的钱。</p><p>幸亏现在我不是腾讯股东,要不然我一定坚决反对。</p><p>不过眼下更需要关注的:</p><p><b>一、Naspers(或者Prosus)的折价还有多少?</b></p><p>今年3月31日,Prosus的市值为1081亿美元,同时的净资产(NAV)为1704亿美元,折价为36.5%</p><p>8月31日,Prosus的市值为1237.9亿美元,同时净资产为1530亿美元,折价为19.2%。这此前减少了17%的折价,如果真的按照这个速度,再减持2-3个月就可以抹平折价。</p><p>但是,7月6日收盘Prosus的净资产为1615亿美元,而PRX二级市场给的市值只有1376亿美元,当时的折价率为14.8%,因此实际情况是,Naspers的回购并没有给二级市场带来信心,市场愿意一直保持折价。</p><p>这就给大股东对腾讯的减持带来更大的阴影。</p><p><b>二、什么时候公告减持?</b></p><p>目前prosus持有腾讯约27.7亿股,占比约28.76%,若持股比例降至28%(整数位)以下才需要公告,因此目前Prosus的持股比例变动还不到需要公告的程度</p><p>Prosus官网上的净值信息页面显示腾讯的持仓量是27.69亿股,也是没到需要披露的程度。</p></body></html>","text":"$腾讯控股(00700)$ 在二季度财报之后,便再次开启了回购。虽然此前刘炽平在电话会上表示“今后并不依赖回购”支持股价,但是面对大股东$Naspers(腾讯南非大股东)(NPSNY)$ 的二级市场抛售,腾讯身体还是非常诚实的。 财报前,腾讯每日回购金额大约3亿港元,而财报后的每日回购达到了3.5亿港元,年初至8月底的回购股数达到了3642万股,占总股本的0.3%。 以刚刚过去的8月22-26日当周来看,腾讯总回购总金额达到了17.58亿港元,而同时,Naspers在荷兰回购$Prosus NV(PROSY)$ 共323万股,总金额超过2.08亿美元,与腾讯的回购金额大致相等。 意味着,腾讯在出这笔回购的钱。 幸亏现在我不是腾讯股东,要不然我一定坚决反对。 不过眼下更需要关注的: 一、Naspers(或者Prosus)的折价还有多少? 今年3月31日,Prosus的市值为1081亿美元,同时的净资产(NAV)为1704亿美元,折价为36.5% 8月31日,Prosus的市值为1237.9亿美元,同时净资产为1530亿美元,折价为19.2%。这此前减少了17%的折价,如果真的按照这个速度,再减持2-3个月就可以抹平折价。 但是,7月6日收盘Prosus的净资产为1615亿美元,而PRX二级市场给的市值只有1376亿美元,当时的折价率为14.8%,因此实际情况是,Naspers的回购并没有给二级市场带来信心,市场愿意一直保持折价。 这就给大股东对腾讯的减持带来更大的阴影。 二、什么时候公告减持? 目前prosus持有腾讯约27.7亿股,占比约28.76%,若持股比例降至28%(整数位)以下才需要公告,因此目前Prosus的持股比例变动还不到需要公告的程度 Prosus官网上的净值信息页面显示腾讯的持仓量是27.69亿股,也是没到需要披露的程度。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/669900326","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["00700","NPSNY","PROSY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1259,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":658,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/669896240"}
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