《大行报告》大和:碧桂园服务(06098.HK)遭主席减持并不令人意外 市场仍关注未来会否再沽货
大和发表报告指,碧桂园服务(06098.HK)公布主席及控股股东杨惠妍配股减持,以配股价每股21.33元,折让11%出售2.37亿股股份,筹资逾50.5亿元,减持后其持股比例将由43.15%降至36.12%。
该行表示,碧桂园服务股价于过去一个月升幅逾倍,市场早已预期杨惠妍有可能出售股份,认为是次其配股减持并非完全出乎意料。由于杨氏对碧桂园服务仍持股超过36%,相信市场会继续关注其未来会否再沽货。
大和维持对碧桂园服务股份「买入」评级。
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