《大行報告》花旗料創維(00751.HK)回購股份短期可提振市場情緒 但仍憂電視銷售前景
就創維集團(00751.HK)提出有條件現金要約回購最多3.928億股,佔公司股本12.8%;每股作價2.8元,較停牌前溢價32%。涉資最多約11億元,將以內部資源撥付,花旗發表報告表示,相信創維回購消息有助提振市場對創維的短期情緒,但同時亦關注旗下電視銷售、新物業發展計劃帶來較少協同效應等挑戰。
據奧維雲網(AVC)數據,中國5月線下電視銷售按年下跌18%,對比4月按年跌27%;而線上電視銷售按年跌9%(對比4月升12%),而今年首五個月中國線下及上電視銷售按年各跌38%及7%。該行指,維持對創維「沽售」投資評級及目標價1.25元。
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