《大行》瑞銀:同程(00780.HK)認購大連聖亞股份料增明年收入最多3% 投資者態度審慎
大連聖亞(600593.SH)宣佈,同程旅行(00780.HK)子公司擬通過私人配售收購其最多3,864萬股,總對價約爲9.56億元人民幣。交易完成後,同程將持有聖亞30.88%表決權,成爲最終控制方。瑞銀髮表研究報告指,考慮到目前正在進行審查和批準程序,該潛在交易最早可能在今年年底前完成,因此潛在的財務影響或會在2026財年浮現。
該行估計,收購事項將帶動同程明年收入提升2%至3%,並對其純利產生些微貢獻。不過,交易公佈後,投資者對這項交易持審慎態度,同程的股價下跌。該行維持集團「買入」評級,續予目標價25.5元。
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