Movement Alert|Guming Rises 3.04% in Regular Trading, Multiple Major Banks Back Convertible Bond and Buyback Plan Boosting Confidence

Market Focus06-29

On June 29, Guming rose 3.04% in regular trading, trading at HK$21.64/share, with turnover of approximately HK$49.43 million.

On the news front, the company previously announced the issuance of HK$1.96 billion zero-coupon guaranteed convertible bonds with an initial conversion price of HK$23.54, representing a 15.5% premium over the pre-announcement closing price, while simultaneously repurchasing approximately 34 million shares at HK$20.38 per share for a total of HK$693 million. Multiple investment banks have expressed support: Goldman Sachs maintained its conviction buy rating with a target price of HK$36, noting the buyback offsets potential dilution; CICC maintained its outperform rating with a HK$36 target; JPMorgan maintained its overweight rating viewing the impact as neutral; and Huatai Securities maintained its buy rating citing broadened financing channels.

Analysts generally view the transaction as positive for long-term funding of domestic store upgrades and overseas expansion, while the concurrent buyback cushions potential hedging pressure on the stock price from convertible bond investors.

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