康臣药业(01681.HK)拟回购4500万股,提升股东利益彰显信心
今早开盘,受公司回购公告影响,康臣药业(01681.HK)跳空高开,开盘价4.43港元,最高价4.78港元,较前一日收盘价最高涨幅达到10.65%。

数据来源:WIND,格隆汇整理
今日,康臣药业(01681.HK)公布,公司决定透过行使回购公司股份的一般授权执行股份回购计划。公司将于公开市场回购其股份。公告显示,可予回购股份总数最多4500万股股份,占于2019年5月31日公司已发行股份总数约5.16%。
据上月公司公布的2019中期业绩显示,期内公司实现收入9.41亿元,同比增加约8.3%;公司权益股东应占溢利为2.49亿元,同比增加约13.9%;每股基本盈利0.29元,中期股息每股0.1港元。公司经营长期稳健增长,过往三年权益股东应占溢利年复合增长约23%。
其中,肾科系列产品销售同比增长16.2%,尿毒清颗粒拳头产品的地位不变,依然保持在肾病口服现代中成药的领先地位;医用成像对比剂销售同比增长11.7%,稳占国内磁共振成像对比剂市场的前列。
值得关注的是,2019新医保目录公布后,根据康臣药业发布的《自愿公告——本集团药品入选国家医保药品目录》公告,康臣药业共有70个产品进入目录。尿毒清颗粒、钆喷酸葡胺注射液等多个产品持续保留在国家医保药品目录中不变。碘帕醇注射液为康臣药业新获批准投入生产的产品,其于国家医保药品目录为甲类。
另外,益肾化湿颗粒、右旋糖酐口服溶液、盐酸西替利嗪口服溶液等三个产品首次进入国家医保药品目录,养阴清肺膏于国家医保药品目录由乙类升为甲类。医保药品目录内的产品带来的放量效应无疑也将进一步确立公司后续业绩增长的趋势。
素以经营稳健闻名的康臣药业,产品板块丰富,1+6产品战略格局逐步成熟,相辅相成,中西合璧、有序增长,现金流充沛,资产质量极高。而今大手笔确定回购方案,彰显管理层信心和魄力,值得关注。
更值得一提的是,前次公司大规模股份回购发生在2017年4月24日,公司共计回购1.46亿股,回购金额5.6亿港元。事件公布后股价触底反弹,股价随之上涨,自回购后当年最高涨幅达到50%以上。

数据来源:WIND,格隆汇整理
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