郭思治: 主席增持顯信心 朝雲集團(06601.HK)現估值顯投資機會
香港股票分析師協會副主席郭思治稱,管理層於市場增持股份一般被認爲公司長期估值浮現,像朝雲集團(06601.HK)主席兼執行董事陳丹霞,7月22日以約872萬港元增持公司128.15萬股股份,約佔已發行股份的0.096%,不排除日後進一步增持股權,可見公司高管對前景抱極大信心。朝雲上市以來股價表現受大環境影響,相較於其業績與發展前景,目前股價可謂在價格窪地,因此不乏投資機會,相信也是公司高管本次增持的重要原因之一。
經營前景方面,朝雲於2019年開啓寵物消費業務的戰略佈局,準確捕捉寵物消費的黃金賽道。寵物消費品牌「倔強的尾巴」初戰告捷,榮獲天貓和京東等大型電商平臺寵物消費品類多項大獎。未來,朝雲集團將藉着全渠道網絡及具備多品牌營運能力的管理團隊,享受寵物市場行業高成長帶來的紅利,成爲第二個增長點。此外,公司爲實現長遠發展,股東大會上將授出不超過總股本10%的股份用於購股權計劃,同時以最高不超過2,500萬股本實施股份獎勵計劃,此舉可增加公司員工、管理團隊與股東之間的共同利益及積極性,並促進公司業績增長。
目前,朝雲集團隨大市走弱,股價處於較低的水平,投資者現階段可以擇時佈局,其中長期價值或值得期待。
(筆者爲證監會持牌人)~
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