瑞声(02018.HK)曾急弹16%高见61.5元 为光学业务引入小米及OPPO等投资者大行看法普遍正面
瑞声科技(02018.HK)为旗下光学业务引入包括小米及OPPO四名战略投资者合共注资11.5亿人民币,该股今早重越20天及10天线(54.66元及53.32元),曾急弹16%高见61.5元,现造58.55,急弹逾10%,为最好蓝筹,成交增至2,879万股,涉资17.17亿元。
瑞声公布,从事光学业务子公司瑞声通讯引入4名战略投资者,包括由小米(01810.HK)董事长雷军最终控制湖北小米长江产业基金、OPPO广东移动通信、深圳市惠友豪创科技投资及南京华睿睿军创业投资中心,合计增资11.5亿元人民币,将取得瑞声通讯增资扩股後约9.58%股权,其中湖北小米长江产业基金及OPPO广东移动通信各出资4.8亿元,占约4%。是次融资所得资金将用於增加集团运营资本,正常经营所涉购买资产、雇佣人员和相关研发费用等资金用途。
瑞信指,瑞声为光学业务引入策略投资者共获增资11.5亿元人民币,补充营运资本和扩张光学业务,管理层指,资本补充可以有更大的灵活性,以满足未来所需,同时对未来光学业务资本开支和发展计划维持不变。该行将瑞声评级由「中性」上调至「跑赢大市」,以反映其光学业务发展改善预期,目前预测市盈率估值约17倍,认为其风险回报值吸引,目标价由47.3元升至66.4元,此相当预测市盈率21.1倍。中金也升瑞声目标价至70元及评级升至「跑赢大市」。
大摩相信,瑞声重组後的光学业务引入的四位策略投资者焦点是晶圆级玻璃(WLG)的潜力,而非在瑞声低端塑胶镜头扩张产能,该行给予瑞声目标价60元及「与大市同步」评级。
中美关系急剧恶化,继美方昨午突然要求中方於3天内关闭驻休斯敦总领馆,据悉中国正在考虑关闭美国驻武汉总领馆。恒指继昨天尾市急吐577点或近2.3%低收25,057蒸发前日所有弹幅後,今早在重磅股腾讯(00700.HK)、友邦(01299.HK)及港交所(00388.HK)升逾1%主导高开177点或0.7%,报25,235,最多弹288点,高见25,346无以为继,掉头倒跌41点,报25,016。
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