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康臣藥業(1681.HK):管理層大筆增持,提振市場信心
格隆匯 07-10 08:36

2024年上半年,在價值股獲得市場資金偏好的大背景下,康臣藥業憑藉其多年穩健增長的業績表現和持續的高比例分紅策略,獲得眾多投資者和分析師的看好,前復權股價累計上升逾33%,期間股價振幅逾51%,最高價達7.16港元,明顯跑贏恒生指數和港股醫藥板塊。

5月中旬以來,受港股大盤調整的影響,以及公司第一、第二大股東相繼行使購股權,令投資者誤解此操作為股東高位減持,進而導致康臣藥業的股價有所回撤。

近期,康臣藥業董事局主席、總裁安猛先生兑現其在5月31日股東大會上計劃增持公司股票的口頭承諾,大筆增持公司股票,彰顯管理層對公司長期價值的高度認可,相信此舉也有助於提振市場信心。

根據聯交所最新權益披露資料顯示,安猛先生於2024年7月3日-5日在場內分別以每股均價5.61港元、5.73港元、5.9港元各自增持12.3萬股、5萬股、130萬股,三日合計增持147.3萬股,總金額約為864.65萬港元。增持後安猛先生的最新持股數目為2.13億股,最新持股比例為25.26%。

圖表一:康臣藥業增持情況

數據來源:披露易,格隆彙整理

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