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錦江資本(2006.HK)連漲2日累漲16% 或受益H股全流通
格隆匯 11-19 14:59
格隆匯11月19日丨繼昨日收漲7.56%後,錦江資本(2006.HK)今日繼續上漲,現報1.37港元,漲7.03%,暫成交2049萬港元,最新總市值76.25億港元。該股兩日累漲16%。半年報顯示,公司第一大股東錦江國際集團持股75%,為內資股,第二大股東Matthews International Capital持股3%,不過9月至今該股東一直在減持,截至11月4日港交所數據顯示該股東持有錦江資本的數量為6715.8萬股,持股比例減至1.21%,錦江資本自9月初至今股價也一直處於底部橫盤整理區間,目前動態市盈率在10倍左右。錦江資本目前持有錦江酒店(600754.SH)50.32%的股權,而錦江酒店目前的市值為225億元。上週五(11月15日),中國證監會宣佈全面推開H股“全流通”改革,機構普遍認為,全流通將可釋放內資股價值,驅使管理層改善執行能力,從而推動估值重評。由於錦江資本有高達75%的股份屬於非流通的內資股,全流通改革或能使錦江資本受益。
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