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瑞聲(02018.HK)曾急彈16%高見61.5元 為光學業務引入小米及OPPO等投資者大行看法普遍正面
阿思達克 07-23 10:41
瑞聲科技(02018.HK)為旗下光學業務引入包括小米及OPPO四名戰略投資者合共注資11.5億人民幣,該股今早重越20天及10天線(54.66元及53.32元),曾急彈16%高見61.5元,現造58.55,急彈逾10%,為最好藍籌,成交增至2,879萬股,涉資17.17億元。

瑞聲公布,從事光學業務子公司瑞聲通訊引入4名戰略投資者,包括由小米(01810.HK)董事長雷軍最終控制湖北小米長江產業基金、OPPO廣東移動通信、深圳市惠友豪創科技投資及南京華睿睿軍創業投資中心,合計增資11.5億元人民幣,將取得瑞聲通訊增資擴股後約9.58%股權,其中湖北小米長江產業基金及OPPO廣東移動通信各出資4.8億元,佔約4%。是次融資所得資金將用於增加集團運營資本,正常經營所涉購買資產、僱傭人員和相關研發費用等資金用途。

瑞信指,瑞聲為光學業務引入策略投資者共獲增資11.5億元人民幣,補充營運資本和擴張光學業務,管理層指,資本補充可以有更大的靈活性,以滿足未來所需,同時對未來光學業務資本開支和發展計劃維持不變。該行將瑞聲評級由「中性」上調至「跑贏大市」,以反映其光學業務發展改善預期,目前預測市盈率估值約17倍,認為其風險回報值吸引,目標價由47.3元升至66.4元,此相當預測市盈率21.1倍。中金也升瑞聲目標價至70元及評級升至「跑贏大市」。

大摩相信,瑞聲重組後的光學業務引入的四位策略投資者焦點是晶圓級玻璃(WLG)的潛力,而非在瑞聲低端塑膠鏡頭擴張產能,該行給予瑞聲目標價60元及「與大市同步」評級。

中美關係急劇惡化,繼美方昨午突然要求中方於3天內關閉駐休斯敦總領館,據悉中國正在考慮關閉美國駐武漢總領館。恆指繼昨天尾市急吐577點或近2.3%低收25,057蒸發前日所有彈幅後,今早在重磅股騰訊(00700.HK)、友邦(01299.HK)及港交所(00388.HK)升逾1%主導高開177點或0.7%,報25,235,最多彈288點,高見25,346無以為繼,掉頭倒跌41點,報25,016。

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