复盘2018年那次大股东抛售：腾讯会再次“腰斩”吗

海榕财富风险投研2021-04-07

周三盘后出了一个大消息，腾讯的第一大股东MIH披露：计划出售1.9亿股的腾讯股份给全球机构投资者，这笔交易价值1141亿港元，占总股本的2%，每股作价575至595港元，当于4月7日收市价629.5港元折让5.5%至8.7%。腾讯的大股东MIH是一家南非的传媒公司，在2001年腾讯生死存亡之际雪中送炭，MIH出资3200万美元从李泽楷收购了20%腾讯股份，从IDG手中收购了12.8%的...

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精彩评论

Fred_6810
2021-04-08
Fred_6810
应该还算正常操作，95折。对市场负面影响不大。总体上持仓成本升高，应该很快创新高吧。
摸黑大大
2021-04-08
摸黑大大
腾讯港股都没怎么跌！被散户都抢光了！
- 摸黑大大:
  我的意思是腾讯会有人抢着要
- 默默前行。:
  不是，这是在一级市场成交的，二级市场哪能吃下这么大的量，上千亿啊，上百亿的交易都很少
Fred_6810
2021-04-08
Fred_6810
谁是接盘的，有知道的吗？
Fred_6810
2021-04-08
Fred_6810
不会。上次腰斩不是减持造成的
宁月1209
2021-04-08
宁月1209
这家公司的控股股东好像是工商银行哈
ro19862001
2021-04-08
ro19862001
MIH就是工商银行吧？

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href=https://mp.weixin.qq.com/s?__biz=MzU1NTE2MTU2NQ==&mid=2247491052&idx=1&sn=7b0beda31b7b7bb07aa160d3fdcc0039&chksm=fbd9df5eccae56481ed5872f2ab5529bdf970399a2ef1688b15f571e033b5526177afa999476&mpshare=1&scene=23&srcid=0407T46Vuk3s0kemSLQlb4fG&sharer_sharetime=1617802279986&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142&ADUIN=694720019&ADSESSION=1617773062&ADTAG=CLIENT.QQ.5615_.0&ADPUBNO=27006#rd><strong>海榕财富风险投研</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三盘后出了一个大消息，腾讯的第一大股东MIH披露：计划出售1.9亿股的腾讯股份给全球机构投资者，这笔交易价值1141亿港元， 占总股本的2%，每股作价575至595港元，当于4月7日收市价629.5港元折让5.5%至8.7%。腾讯的大股东MIH是一家 南非的传媒公司，在2001年腾讯生死存亡之际 雪中送炭，MIH出资3200万美元 从 李泽楷 收购了20%腾讯股份，从IDG手中收购了12.8%的...</p>\n\n<a 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杀估值。监管层又推出了限制游戏版号的政策，这个政策加重了投资者对腾讯的负面预期。2018年抖音大火，全民刷抖音，不少投资者认为抖音还伤害到了腾讯社交的基本盘。国内货币环境 去杠杆，A股 中证500跌到1倍PB。从估值看这次减持的估值没有上次高 ，上次MIH减持的时候估值是45PE ,13倍PS , 现在腾讯的估值是 32PE,11倍PS. 18年股价跌这么多  最主要的是上次腾讯跌这么多是连续遇到上述几个利空 ，和大股东减持没有直接的关系 。2015年的A股股灾是比较容易逃顶的，2018年的阴跌是非常难避开的，如果一个投资者避开了2018年 40%的股价回调 ，大概率也会错过后面 2019,2020年  200%的上涨 ，投资都是盈亏同源的 。腾讯的估值放在全市场总体现在不算贵的，和18年的市场不算一样， 那时候贵州茅台是30倍PE , 海天味业 40倍PE , 现在贵州茅台55PE , 海天味业86倍PE , 腾讯还是32倍PE ，腾讯算比较便宜的优质成长股了，这次股价如果大幅度回调就是 黄金的上车机会 。再说说今天的市场：高瓴资本大幅度减持国内次高端白酒公司 水井坊的股份 ，此前高瓴资本 的天津礼仁卓越长青基金持有水井坊452万股 ，现在已经退出10大股东 ， 易方达张坤也继续减持了水井坊。国内防水龙头 东方雨虹发布公告，预计第一季度净利润为2.62亿-3.01亿元，同比增长100%-130% ，主要原因是1季度是防水行业的淡季，加上去年基数比较低 。三棵树发布定增预案，准备募资37亿元人民币。三棵树这家公司国内公募很少投资，主要是外资持股比较重， 这次定增预估也会有不少海外机构参加，三棵树的估值一直都很高 ，主要原因是涂料这个行业在他们国家出过大牛股 。今天中国太保A股大跌 4.82%， 主要原因是 港股有资金在砸 H股 ，砸盘具体原因 不清楚 。但不用太悲观 ，中国太保 估值接近历史底部 ，2020年 披露的内含价值 增长率 20%以上，投资收益率也不错 。长期看 中国太保的股价 受益于内含价值的不断增长 ，底部会不断太高的。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":348021100,"gmtCreate":1617870671600,"gmtModify":1617870671600,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"htmlText":"应该还算正常操作，95折。 对市场负面影响不大。&nbsp;总体上持仓成本升高，应该很快创新高吧。","listText":"应该还算正常操作，95折。 对市场负面影响不大。&nbsp;总体上持仓成本升高，应该很快创新高吧。","text":"应该还算正常操作，95折。 对市场负面影响不大。 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