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JS環球生活(01691.HK)續跌8% 中銀國際指上周除淨影響股價
阿思達克 07-03 14:52
JS環球生活(01691.HK)今日(3日)高開2.2%後轉勢倒跌,曾跌10.3%,低見1.22元,現報1.25元,跌8.09%,成交1.99億股,涉資2.56億元。 中銀國際發表報告,指上周五JS環球生活股價劇烈波動,因為當日是分配SharkNinja權益的除淨日。該行指相信市場對未來去向有許多疑惑。簡單來說,JS環球生活將會是九陽股份(002242.SZ)及SharkNinja亞太業務的控股公司,因此,相信最簡單的估值方法是以A股上市九陽市值的67%計算,及計入AH估值折讓(該行料為25%)。該行料短期折讓相對較大,因盈利可見度有限及股價復甦需時。長線來說,現時估值吸引,維持「買入」評級,目標價由9元調整至1.8元。
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