《大行》野村:微創醫療(00853.HK)主要股東變動屬正面 維持「中性」評級
野村發表研究報告指,微創醫療(00853.HK)被主要股東Otsuka Medical Devices Co., Ltd. 出售其所持約2.91億股公司股份,買方包括上海上實資本管理有限公司旗下的基金、公司另一主要股東We’Tron Capital Limited及公司管理層的投資平台,令該公司的最大股東有所變動。
該行對股東變動感到樂觀,認為由於過去幾年Otsuka對於管理微創醫療的態度相對消極,因此這次股份轉讓或可令微創醫療主席常兆華更有效地營運公司,並為這間財務困難的公司帶來來自上海國有企業基金的潛在支持。然而,在股份轉讓後,仍需觀察常兆華和管理層如何扭轉公司局面。
該行續予公司「中性」評級和目標價8.81元。
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