時代天使(06699.HK)曾挫逾15%破底後跌幅收窄 瑞銀料CEO變更無礙全球擴張
時代天使(06699.HK)宣布首席執行官李華敏辭任,7月底生效;另非執行董事胡杰章將調任執董,並接任CEO,同日生效。該股今日(3日)高開0.9%後,初段倒跌最多15.4%,低見61.2元創上市低,隨後跌幅顯著收窄,半日收報68.35元,逆市跌5.6%,半日成交已較上周五(30日)全日激增逾9倍280.6萬股,涉資1.81億元。
瑞銀發表報告,指是次CEO辭任令市場意外,不過報告引述李華敏解釋是經深思熟慮的決定,希望投放更多時間於家庭及個人生活,且時代天使已建立穩定價值、有核心管理團隊、核心技術,成立廿年以來有完整產品及服務管線。是次決定符合李氏長遠目標,在公司IPO起已在公司內部討論接班安排。
報告指在投資者會議上,胡氏重申公司兩大策略,即發展數碼科技及全球擴張,並指現時成熟、穩定及全面的管理層與公司策略一致。未來胡氏希望在供應鏈資源整合及全球視野附加更大價值,並緊靠醫療科技。
瑞銀補充,由於李氏持有時代天使約12%權益,市場憂慮或對股價帶來下行壓力;不過,在投資者會議上,李氏表達對公司在全球及國內市場潛力的信心,並重申將長期持續時代天使權益。
該行料公司短期投資氣氛受壓,但長遠增長軌跡未改,新CEO的背景、公司資源及市場對時代天使品牌的認知,可支持公司海外擴張及生態系統創新。瑞銀重申天使品牌短期料受惠於國內市場復甦及海外擴張,長遠料受服務向低線城市及兒童板塊滲透、以及全球市佔擴張所推動;報告予公司目標價119元,評級「買入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.