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獲內地投資者熱捧,中國飛鶴再度起飛,兩日累升逾10%
uSMART友信智投 05-26 11:45

uSMART友信智投5月26日消息,週二港股,中國飛鶴高開高走,截至北京時間11時03分,中國飛鶴盤中最高觸及14.1港元,升幅高達7.15%,兩個交易日累升逾10%。

圖片來源:uSMART友信智投

早前遭大股東折價出售,股價重挫

5月14日,大摩私募基金出售2.925億股中國飛鶴股份,套現38.76億元。導致中國飛鶴當日收跌10.89%。中國飛鶴當時回應稱,摩根士丹利投資入股飛鶴,作為財務投資人,既有投資成本也有回報需求,因而二級市場減持屬於正常市場操作。

自中國飛鶴上市以來,股價一直大幅跑贏恒生指數,成為疲軟市況中為數不多的翻倍股。

圖片說明:中國飛鶴上市以來的股價表現

獲內地投資者青睞,港股通持股比例高達8.35%

在5月14日被大股東折價出售後,中國飛鶴的股價隨後出現一波低迷,不過,南向資金卻出現連日大筆淨買入,其中南向資金514日當天更大筆買入21.6億港元。截至5月21日的資料,中國飛鶴的港股通持股比例高達8.35%

圖片來源:uSMART友信智投

獲廣發證券首予“買入”評級

5月19日,廣發證券發佈研報指出,中國飛鶴奶粉競爭力強,管道網路健全管理高效。給予公司2020年26倍PE,對應合理價格為15.91港元/股,首次給予“買入”評級。

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