好想你回購2成至4成股份,同時拋出不超3%的減持
6月8日盤後,好想你(002582.SZ)丟出了一個重磅公告。
據披露,公司擬使用自有資金以集中競價交易方式回購股份,不低於11,300萬股(含),不超過22,600萬股(含),佔目前公司總股本的比例不低於21.91%、不超過43.83%。回購價格不超過人民幣13.00元/股(含)。
按回購價格上限13.00元/股測算,回購11,300萬股、22,600萬股對應的回購金額分別為14.69億元、29.38億元。本次回購股份的用途是減少註冊資本。
截止今日收盤,好想你最新總市值僅為53.94億元,流通市值為39.07億元。如果按照最高的29.38億元來計算,回購將回收最多75%的流通市值。目前公司總股本為5.16億股,如果按照最高2.26億股的回購,公眾持股佔比僅佔30%左右。

(來源:Wind)
另據公告,由於公司已收到百事飲料支付的約合人民幣 49.67 億元的價款,擁有充裕的 現金。且回購資金在回購期內逐次支付,並非一次性支付。
早在2月23日,好想你公司宣佈,擬通過現金出售的方式,向百事飲料出售其持有的休閒食品品牌百草味母公司郝姆斯100%股權。這是好想你最核心的資產,售價為7.05億美元。
今年6月1日,百事公司宣佈,其7.05億美元收購杭州郝姆斯食品有限公司的交易已獲中國政府監管機構的批准且完成了交割。交易完成後,百草味將成為百事公司亞太區一個獨立運營的業務單元,保持獨立品牌、獨立運營,百草味原有高管團隊及運營模式不變。
在宣佈回購的時候,好想你同時拋出大手筆減持。據披露,公司董事兼副總經理邱浩羣先生將要減持3.55萬股。另外,公司第二大股東杭州浩紅將要減持1547億元,減持比例高達3%。

(來源:好想你公告)
其實,早在2019年4月以來,杭州浩紅便開始大規模減持,累計減持8000萬元左右。不僅如此,胡小松、邵琰高管也在減持之列。

值得注意的是,今年一季度,好想你營收17.74億元,同比下滑7.71%,歸母淨利潤為0.29億元,同比大幅下滑超過78%。

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