“天量”成交再創歷史記錄 首程控股(0697.HK)迎強勢反彈
1月21日,中國停車第一股首程控股(0697.HK)錄得大漲近9%,盤中漲幅一度超過10%,引發市場關注。
首程控股自2018年轉型停車和城市更新業務以來,股價和市值屢創新高,在2020年下半年更是上演了翻倍的行情,股價自1.2港元左右一路上揚至最高2.88港元,總市值一度逾200億港元,創下2008年牛市以來的市值新高。
自去年12月以來,首程控股的股價經歷了一個多月的調整之後,較最高點已調整近三成,今日放量大漲迎來強勢反彈,全天成交額放大至1.07億港元,該數據不僅是業務轉型以來的新高,更是2015年牛市以來的新高,可反映出市場關注度已被重新激活。
上週五收盤晚間,公司公佈了非常重大出售及關連交易公吿,擬將旗下最後一塊傳統業務資產進行剝離,以全面聚焦當前兩大主營業務:停車資產管理業務和基金管理業務,該筆交易預計將導致公司確認一次性虧損約13億港元。從本週股價的表現來看,投資者並未對鉅額的非經常性虧損產生消極的反應或預期,相反的是,對於公司輕裝上陣、聚焦主業策略表示出理解和歡迎,在本週4個交易日中,其股價已累計上漲超過16%。
作為停車行業最為純正的概念股,也是內地和香港兩地資本市場中唯一的投資標的,首程控股能否延續2020年的上佳表現,值得投資者悉心留意。最後值得一提的是,目前該公司的港股通持倉比例處於較低位置,存在較大改善空間,因而有望持續受益於南下資金持續流入香港市場和港股牛市氣氛保持之下的行情格局。
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