港股異動 | 京東健康漲4% 收購京東集團寵物健康品類資產對業務發展正面
格隆匯7月4日丨京東健康(6618.Hk)現漲4.47%,報64.3港元,總市值2044億港元。京東健康6月29日發佈公吿,擬以對價不超過3.554億美元向控股股東京東集團購買資產。公吿顯示,京東健康收購京東集團資產事項與寵物健康產品品類相關,主要包括寵物處方藥/處方糧、寵物營養品、寵物驅蟲、寵物奶粉、寵物口耳眼清潔等類別的寵物健康相關產品的合同、存貨和經營權。美銀證券指,京東健康的寵物健康護理業務獲母公司支持,對其業務發展正面。而有關資產的税前純利,估計佔京東健康去年經調整税前利潤約6%,預期交易將很快完成,京東健康或會於今年將資產整合約四至六個月。該行指,維持對京東健康股份“買入”評級,目標價80港元,預計是次資產收購將豐富集團的產品線,並可加強其與供應商和商家的關係,形成更全面的生態系統及創造一站式解決方案。中金稱,公司在手現金相對充裕,該行預計本次交易對公司整體財務壓力影響有限,該行認為,京東健康作為全國首家正式合規運營的寵物互聯網醫療平台,先發優勢明顯,有望成為中國寵物醫療市場龍頭企業,維持“跑贏行業”評級以及目標價80.1港元。

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