小米林斌場外轉售3.5億股,已迅速被多家長線基金接盤
2020年9月15日,小米集團發佈自願性公告稱,小米集團副董事長林斌,通過高盛轉售3.5億B類股,同時,林斌剩餘股份會鎖定五年,即自9月15日起五年內,林斌及其控制實體均不會再出售股份,此前已安排捐贈給家族慈善基金的1.2億股B類股除外。本次交易及捐贈後,林斌剩餘股份從佔總股本的11.4%下降到約10%,將全部鎖定。
市場分析認為,這麼長的鎖定期限較為罕見,顯示出林斌對公司長遠發展的信心。
近期,小米(1810.HK)股價持續攀升,股價進入歷史高位,吸引大量投資人。根據市場消息得知,林斌通過高盛出售的3.5億股股票轉讓獲多家長線價值投資機構青睞,掛出一小時後,迅速以九七折高價搶進成交,機構以以對衝基金和長線價值投資風格資金為主。
市場分析人士稱,如此高價迅速購入林斌轉手的小米股票,體現出買方對小米目前價值的絕對信心。
同時,該筆大宗交易為場外交易,不影響二級市場交易。業內人士分析稱,本次交易選擇時點較為理想,小米股價正處於持續上漲週期,市場環境相對穩健,支撐面良好。對市場原有趨勢影響較小。
今年8月11日,小米舉行十週年發佈會,發佈小米10至尊紀念版、Redmi K30至尊紀念版、小米透明電視在技術、效率上的優勢引起市場劇烈反響。8月26日,小米披露Q2財報,財報顯示小米業績超過市場預期,歐洲市場擴展迅猛,產品高端化戰略引發市場看好,股價迎來大幅上漲。
小米股價漲勢已經維持半年,8月份以來漲勢尤其迅猛,9月14日當天小米股價漲1.29%,收盤價23.55港元。相比8月3日15.02港元的收盤價,上漲超56%。
近期走勢良好以外,多重因素持續吸引機構搶進小米。近期,花旗、中金、美銀美林等十餘家大行紛紛給予小米買入評級,認為小米集團整體基本面拐點已至,給予目標價最高超30港元。
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