1On October 24th, the Dutch subsidiary of South Africa's Naspers Group, the major shareholder of Tencent, 165438+Prosus disclosed the latest assets. Comparing the data of1October 28th and1October 23rd, Prosus reduced its holdings of Tencent by 79.8 million shares.

In June this year, Prosus and Naspers Group, the major shareholders of Tencent, announced that the company would launch a long-term repurchase plan, and the repurchase funds would come from the reduction of Tencent shares.

Subsequently, under the downward pressure of Tencent's stock, Prosus suspended its reduction plan from September 9 to June 28 of/kloc-0. The latest data shows that Prosus is still reducing its holdings of Tencent's stock.

It is worth mentioning that in June this year165438+1early October, it was reported that CITIC Group and Naspers had negotiated to acquire all the shares of Tencent, and Prosus, a subsidiary of Naspers Group, issued a statement in response. The article is untrue and speculative, and said that Naspers Group stressed that it has always been optimistic about Tencent's development prospects.

Tencent South Africa's major shareholder continues to reduce its holdings.

Prosus, the major shareholder of Tencent, announced the latest assets.

According to the report, as of June 23rd, 165438+Prosus * * held 261370,000 shares of Tencent, a decrease of 79.8 million shares compared with the previously disclosed 2,692.6 million shares.

Previously, Prosus' net asset value statement showed that as of June 28 10, Prosus held 2,692.6 million shares of Tencent, which was consistent with the number of shares held on September 9 as shown in the documents disclosed by the Hong Kong Stock Exchange.

Tencent's major shareholder South Africa's reduction plan began with the official announcement in June this year. On June 27th, Tencent issued an announcement on the Hong Kong Stock Exchange. Prosus and Naspers (South African Newspaper Group), the major shareholders of the company, announced the launch of a long-term public repurchase plan, and the repurchase funds will be obtained through the orderly small sale of Tencent shares by South African Newspaper Group.

According to the data, South Africa Newspaper Group is a multinational listed media group located in South Africa, and ranks as the largest shareholder of Tencent through its holding subsidiary MIHTCHoldingsLimited. As of 202 1, 12, 3 1, its shareholding in Tencent is about 28.82%.

It is reported that in the past 20 years since investing in Tencent, the South African newspaper group has gained more than 7000 times from Tencent. Prosus and South Africa Newspaper Group, as the major shareholders of Tencent, reduced their holdings on 20 18 and 202 1 respectively, and achieved rich returns.

Therefore, under the pressure of reducing its holdings, Tencent's share price once fell by more than 4% in intraday trading on June 27, and Tencent's share price continued to fall from HK$ 400/share.

It is worth mentioning that Prosus did not reduce its holdings from September 9 to1October 28 10. However, Tencent's share price has also fallen all the way, with a cumulative decline of more than 30%. 1October 28, 10, almost reached the lowest point of Tencent's share price, and then Tencent's share price rose and rebounded by nearly 40%.

As of165438+1October 24th, Tencent closed at HK$ 280.4 per share, down 0.57%, with a total market value of HK$ 2.69 trillion.

He once expressed confidence in Tencent's long-term prospects.

It is worth mentioning that Tencent's major shareholder in South Africa has recently received attention in a rumor of Tencent's "nationalization".

10 10/3 1 day, it was widely rumored in the market that a consortium headed by CITIC was approaching Tencent's major shareholder in South Africa, intending to fully acquire its shares in Tencent and win the controlling stake in Tencent.

1 65438+1October1day, South African newspaper group Naspers issued a statement in official website, saying that the news that "CITIC Group is negotiating with Naspers to acquire all Tencent shares held by Naspers" is pure speculation and untrue.

The South African Press Group also said that it will continue to implement the share repurchase plan announced in June this year, and its funds will come from the sale of a small amount of Tencent common stock. The board of directors of Naspers and Prosus reaffirmed their confidence in Tencent's long-term prospects and believed that it was in the best interests of the Group and its respective shareholders to continue the share repurchase program.

165438+ 10/6, Tencent released the third quarterly report, and its revenue in the third quarter of 2022 was1400.93 billion yuan, down 2% year-on-year, and the decline was narrowed; Non-international financial reporting standards reached 32.254 billion yuan, up 2% year-on-year, bidding farewell to the downward trend for the fourth consecutive quarter and returning to the positive growth track.

Among them, the financial technology and enterprise services sector earned 44.8 billion yuan in the third quarter, up 4% year-on-year, surpassing the online game sector and becoming the business sector with the largest revenue contribution.

Tencent, which started as a social enterprise, as of the end of the third quarter, the total monthly active accounts of WeChat and WeChat reached 654.38+30.9 billion, a year-on-year increase of 3.7%; The number of monthly active accounts on QQ mobile terminal reached 574 million, up 0. 1% year-on-year.

It is worth mentioning that while making a big profit, Tencent announced that it would distribute about 958 million shares of Meituan to shareholders as dividends. According to the closing price of Meituan 1 15, the dividend will reach about160 billion Hong Kong dollars, which is called "dividend reduction" in the industry.

In addition, after the release of the third quarterly report, Tencent began the familiar "repurchase" operation. The announcement shows that from June 5438+065438+1October 18 to 24, Tencent repurchased about 65.438+0.2 million shares, with a daily cost of about HK$ 350 million.

Prior to this, Tencent has conducted several rounds of stock repurchases this year, with the cumulative number of repurchases approaching 80 times and the repurchase amount approaching HK$ 25 billion.