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《大行报告》瑞银:对滔搏(06110.HK)股东配售不意外 现为入市良机
阿思达克 01-29 10:00
瑞银发表研究报告指,滔搏(06110.HK)股东CDH Investments以每股12.73至12.93元,出售1.42亿股,占滔搏已发行总股份的2.3%,作价较28日收市价折让3.5%至5%,预期套现约18.4亿元,持股将减少至4.8%。

瑞银对股东出售股份并不感到意外,因公司於2020年12月股权架构有改变,并且股价至今已上涨16%,折让水平正面,较去年中的一次股份出售折让幅度小得多,认为目前是很好的入市时机,市场已部分缓解股东售股的忧虑,流动性堵加,加上滔搏对比其他同业的估值折让一直在扩大。

该行认为市场尚未将数字化及微信生态系统的潜在转型价值反映在股价之上,预期滔搏的营业收入及利润率将改善,予目标价15.18元及「买入」评级,预测2020至2023财年净利年复合增长率为20%。

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