港股異動丨Keep午後升超11%,今日宣佈擬投入1億港元進行股份回購
5月20日午後,Keep(3650.HK)股價持續走高,一度升11.53%,報8.24港元/股。截至發稿,Keep成交量超2500萬股,成交額超2億港元。今日盤前,Keep公佈了新一輪股份回購計劃,回購金額最多為1億港元。Keep首次公佈的1600萬港元回購計劃已於公吿日完成90%。受回購計劃利好帶動,Keep盤前最高升達14.93%。新一輪迴購計劃的公佈,反映了公司對其業務發展的信心。公吿稱,公司相信股份購回將表明本公司對其自身業務前景及展望的信心,最終將使本公司受益併為其股東創造價值;並表示,公司目前的財務資源能夠在保持穩健財務狀況的同時實施股份購回。公吿顯示,本次投入金額來自首次公開發售所得款項以外的自有財務資源。其最新年度報吿顯示,於2023年12月31日,Keep擁有的現金及現金等價物為人民幣16億元。此前,國泰君安曾在《零售與服務雙驅動,打造一站式解決方案——KEEP 首次覆蓋報吿》研報中,給予Keep2024年6.68倍PS,但Keep當前市銷率(P/S)低於2.0,市值約43億港元,且將近40%是淨現金。從這一數字來看,Keep當前股價被嚴重低估。隨着港股大盤迴温、其業務不斷取得突破、回購計劃持續推進等利好釋放,Keep有望迴歸健康估值。
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