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《大行報告》瑞銀:碧服(06098.HK)大股東捐贈20%持股 料消息對股價影響負面
碧桂園服務(06098.HK)今日先升後回,盤中一度彈高7.4%曾高見10.26元,其後輾轉回落,最新報9.02元跌近5.6%,成交額15億元。 就碧桂園服務公佈,主席兼控股股東楊惠妍透過其全資持有的必勝向國強公益基金會(香港)捐贈公司20%股本,涉及6.74億股股份。完成後,楊氏共計持有公司股本16.12%;並繼續控制公司的投票權約36.12%。瑞銀髮表報告認爲,上述消息對碧桂園(02007.HK)和碧桂園服務的股價產生負面影響。 瑞銀表示,監於最近市場對碧桂園的流動性狀況的討論,以及碧桂園服務首席執行官最近的股份處置,指此次捐贈的時機並不尋常。此外,根據香港稅務局的規定,國強公益基金會(香港)於2023年6月13日才被認定爲慈善機構。 該行維持對碧桂園服務「中性」評級及目標價12.3元。
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