异动解读 | 携程网盘中大跌5.01%,出售MakeMyTrip股份或引发投资者担忧

异动解读
Jun 18

6月18日盘中,携程网(TCOM)股价大跌5.01%,引发市场关注。这一显著跌幅可能与公司最新公布的重大资产交易有关。

据报道,携程集团于6月16日与其投资对象MakeMyTrip Limited签订股份回购协议,计划出售部分持有的MakeMyTrip B类普通股。这笔交易涉及金额约25亿至30亿美元。完成此次交易后,携程仍将是MakeMyTrip的最大少数股东,持股比例将从45%降至约20%。

虽然携程表示此举是为了优化投资组合并提高股东回报,但市场似乎对这一决策持谨慎态度。投资者可能担心此举会影响携程在印度在线旅游市场的战略地位,从而导致股价下跌。此外,京东近期宣布进军酒店预订市场,为酒店商家提供最高三年零佣金的优惠政策,这可能加剧了市场对携程未来竞争压力的担忧,进一步推动了股价下跌。

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