中金:新奥能源(2688.HK)控股股东重组 料构成短期负面影响
就新奥能源(02688.HK)收到其控股股东新奥国际通知,作为集团内重组的一部分,新奥国际及其全资子公司精选投资控股有限公司拟将其两者持有的全部3.69亿股公司股份转让予一家于上海证券交易所上市的公司,新奥生态控股股份(600803.SH)。新奥国际和买方都由公司主席及执行董事王玉锁控制。中金发表报告表示,相信事件会对新奥能鸿构成短期负面影响,因市场会理解为控股股东持续减持股份,而该股H股近期股价则创新高。

但该行认为,新奥能源可藉今次控股股东重组,长远潜在会带来更大的协同效应,维持对新奥能源“跑赢大市”评级及目标价88港元。
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