$名創優品(09896)$
名創優品最近連續回購自家股票的操作,對股價的影響可以簡單總結爲:公司最近十天狂砸1.62億港元回購518萬股(相當於每天花1600萬買股票),學霸自掏腰包買練習冊——短期確實讓股價止跌回升,比如4月15日股價漲了4%到32.6港元,散戶也跟着衝進來撿便宜,當天散戶淨買入1.15億港元。
不過機構投資者有點虛,主力資金反而淨流出2200萬,說明機構擔心零售行業競爭太激烈,加上公司營收增速從以前的高增長降到8.9%。不過公司家底還算厚實,去年賺了26億,負債率才43%,回購的錢都是自己賺的,不用擔心借錢買股票暴雷。現在關鍵要看後續能不能玩出新花樣,比如搞聯名款或者直播帶貨轉型新零售,要是光靠回購不創新,股價可能又跌回30塊。現在可以小倉位試試水,跌破30塊就止損,漲到35塊記得落袋爲安~
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