資源優勢+先發優勢 奠定時代天使(6699.HK)持續高增長
格隆匯6月21日丨“隱形正畸第一股”時代天使(6699.HK)於6月16日(上週三)以173港元掛牌上市,首個交易日盤中最高漲183%至490港元,市值一度超800億港元。截至上週五收盤,時代天使收報384.6港元,較IPO價格漲122.4%,最新市值638億港元。
時代天使是國內領先的隱形矯治解決方案提供商,市佔率41.0%,與橫掃全球的國際巨頭Align Technology(艾利科技/隱適美)分庭抗衡,形成雙寡頭競爭格局。而艾利科技(ALGN.US)在過去的10多年裏股價暴漲,是美股中名副其實的大牛股。
時代天使董事長馮岱是松柏投資的合夥人,松柏投資也是時代天使的控股股東。松柏投資集團是全球牙科和口腔護理行業的著名投資者及意見領袖,在口腔全產業鏈中有着廣泛的控股經營和參股投資,因此,時代天使背靠松柏投資具備得天獨厚的資源優勢。
有機構指出,時代天使深耕於口腔隱形正畸領域,本身具有豐富的產品組合和經驗豐富的管理團隊;醫生與隱形正畸品牌的相互依賴性強,時代天使具有良好的醫生口碑,先發優勢鑄就競爭壁壘;公司數據庫案例積累也成為公司強大競爭力來源。從目前來看,公司高增長有望持續,看好公司長期發展潛力。
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