香港饮料老字号维他奶国际(00345.HK)早盘股价大跌5.22%,报6.360港元/股。这一股价下跌或与公司大股东发生变动有关。
据透露,新加坡首富杨家族旗下的杨协成公司通过子公司累计买入维他奶1.64%的股权,成为公司第三大股东。此前,杨协成公司已持有公司0.4%股权,加上新购股份,持股比例达到约2.04%。这一大手笔买入加码行为引发了市场关注。
分析人士表示,新加坡首富大笔买入维他奶股权的举动存在一定风险,可能会影响公司未来的决策以及长期发展方向,短期内或会带来较大不确定性。因此投资者出现了一定恐慌情绪,造成抛售潮并拖累股价下跌。
值得关注的是,维他奶上一财年实现营收62.17亿港元,净利1.16亿港元,每股收益0.11港元,毛利率为50.1%,市盈率较高达58.65倍。作为非酒精饮料龙头企业之一,其估值水平较高且业绩增速放缓,或许也是引发投资者担忧的部分原因。
总体而言,市场对维他奶大股东变更的反应偏谨慎。待新大股东政策及发展方向明朗化后,维他奶股价有望企稳回升。投资者需要密切关注公司未来动向。
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