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瑞信唱淡 國美瀉21.8% @ 2011-10-01T04: Back Hot News
Keyword:國美
Concept:
新浪財經訊 9月30日下午消息 國美電器(00493.HK)此前宣布與鵬澤及北京鵬潤成立物業合營企業後,股價連日下跌,今日跌幅超過20%,更遭大行瑞信降級。市場人士對新浪財經表示,國美涉及與自身業務無關的地產業,引發投資者憂慮,股價短期內將受壓。
有分析師對新浪財經表示,國美此前一直身陷管理層糾紛問題,股價長期處於低位,自從張大中入主國美之後,股價才開始逐漸攀升,至今年8月高位時,股價累計上升了35%,開始擺脫「陳黃之爭」的困擾。但目前市場對其管理層的穩定性還持觀望態度,在現在這個時機涉及與自身業務無關的房地產業務,使得公司的業務范圍變得不清晰,容易引發投資者的憂慮。
或許海航收購綠城目前還只是傳言,但此番傳言從一個側面彰顯出了海航最近幾年在地產領域不斷擴張的勢頭。近日有業內消息稱,海航集團將以60億收購鵬潤投資有限公司旗下的國美商都。對此,海航集團相關人士向媒體表示,目前還在積極收購中,並未正式宣布。雖然結果還不好預測,但海航憑借其資金優勢在中國地產業遭遇資金鏈難題的黃金時段尋求低價接盤,不失為一招加速進入地產行業的好棋。

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