▲ 【Meituan Position】Naspers, a major shareholder of Tencent, suspected to move 250 million shares of Meituan into the Royal Securities Market
Prosus, the Internet investment flagship of South African media giant Naspers, is suspected to have acquired Meituan （03690）
The positions are deposited in Goldman Sachs, the royal brokerage firm. According to the Central Clearing and Settlement System (CCASS), on March 23, another 248 million shares or 4.0% of Meituan were deposited into the system, most of which were transferred to Goldman Sachs’ positions, and the CCASS circulation of Meituan shares has risen to about 88%.
Tencent （00700）
At the end of last month, on the basis of 1 Meituan B share for every 10 Tencent shares, about 958 million Meituan shares were distributed as a special interim dividend. It shows that about 250 million shares of Meituan were transferred to Goldman Sachs on March 23, which is quite close to Prosus’s Meituan shares.
Moreover, after Naspers announced in June last year that it would reduce its holdings of Tencent without a limit for repurchases, it has moved goods to Goldman Sachs for several days. Therefore, the market regards Goldman Sachs’ CCASS holdings as one of Naspers’ dynamic wind vanes.
As more Meituan shares are deposited into CCASS, the number of Meituan shares ready to sell also increases in disguise. Naspers and Prosus have previously stated that they will classify the received Meituan shares as “held for sale” assets , It is estimated that Naspers may be waiting for an opportunity to sell.
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