《大行報告》花旗:敏華(01999.HK)遭主席配股減持提供買入良機
花旗發表研究報告,指敏華(01999.HK)主席配售2.8%股權,套現1.04億美元,即每股7.68元,折讓9.7%,持股量由64.97%降至62.18%,隨後會有禁售期90天,相信今日股價下跌可成入市良機,目標價10元,評級「買入」。
該行指,相信主席是需要資金進行個人投資,多於認為目前的股市上升周期已即將完結。公司股份自今年3月最困難時期至今,已升128%。
該行又指,公司可受惠全球經濟復甦,因其銷售有50%來自中國,40%來自美國,10%來自歐洲,預期公司第二季中國業務錄40%以上增長,令人驚喜;海外訂單方面,6月及7月歐美訂單均有增長(尤其7月份按年增長達60%)。
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