珍酒李渡(06979.HK)隨A股同業炒高曾飆16% 交投放量
內地白酒股A股今日(14日)午後跑贏大市,貴州茅台(600519.SH)升1.97%、舍得酒業(600702.SH)、五糧液(000858.SZ)升2.7%至3.6%、老白干酒(600559.SH)揚6.7%。
本港首隻白酒股珍酒李渡(06979.HK)高開1.6%後升幅急擴,曾升16%,最高見8.13元創三周高。現報7.95元,升13.41%,成交較上日全日激增約9倍至967.04萬股,涉資7,485.75萬元。
珍酒李渡於4月底以每股10.82元上市,其首席財務官王連博日前在活動上表示,白酒行業有三個內生的結構性增長機會,分別是高端化、轉醬趨勢以及市場整合;且白酒行業有很強的市場整合趨勢。
中金上周發表報告,首予珍酒李渡「跑贏行業」評級,目標價11元。報告指集團的毛利率和淨利率有很大上升空間,並料其銷售費用或會下降,預計長期淨利率將達到近30%。
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